Financial Gravity Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Financial Gravity Asset Management’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$5.3K	Buy	+166	New	+$5.58K	﹤0.01%	711
2024 Q1	–	Sell	-8	Closed	-$266	–	1223
2023 Q4	$266	Buy	+8	New	+$232	﹤0.01%	1002
2021 Q3	$31K	Hold	8	–	–	0.01%	699
2021 Q2	$32K	Buy	+8	New	+$259	0.01%	691
2020 Q4	$1K	Buy	+39	New	+$946	﹤0.01%	386

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Gravity Asset Management's DES Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025: 166 shares worth $5.3K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in DES as recently as Q4 2023.

Financial Gravity Asset Management first reported a position in DES in Q4 2020 and has held it in 5 quarters since. The position peaked at $32K in Q2 2021. 325 funds tracked by Wall St. Rank hold DES as of Q1 2025.

Financial Gravity Asset Management held 166 shares of WisdomTree US SmallCap Dividend Fund worth $5.3K as of Q1 2025.
WisdomTree US SmallCap Dividend Fund was a new Financial Gravity Asset Management position in Q1 2025.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #711 holding.
Financial Gravity Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and has held it in 5 quarters since.
Financial Gravity Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $32K in Q2 2021.
325 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.