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	-16	Closed	-$487	–	1980
2023 Q4	$487	Buy	16 +8	+100%	+$232	﹤0.01%	1161
2023 Q3	$221	Buy	+8	New	+$235	﹤0.01%	937
2023 Q2	–	Sell	-29	Closed	-$236	–	1659
2023 Q1	$236	Buy	+29	New	+$868	0.01%	590
2022 Q4	–	Sell	-26	Closed	-$213	–	1429
2022 Q3	$213	Sell	26 -2	-7%	-$58	0.01%	541
2022 Q2	$233	Sell	28 -4	-13%	-$120	0.01%	507
2022 Q1	$263	Sell	32 -1	-3%	-$32	0.01%	527
2021 Q4	$271	Buy	33 +25	+313%	+$808	0.01%	591
2021 Q3	$31K	Hold	8	–	–	0.01%	699
2021 Q2	$32K	Hold	8	–	–	0.01%	691
2021 Q1	$256	Sell	8 -31	-79%	-$915	0.01%	435
2020 Q4	$1K	Buy	+39	New	+$946	﹤0.01%	386
2020 Q2	–	Sell	-159	Closed	-$2.87K	–	212
2020 Q1	$2.87K	Buy	+159	New	+$3.93K	0.01%	373

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Q1 2020 and has held it in 13 quarters since. The position peaked at $32K in Q2 2021. 324 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 Q1 2020 and has held it in 13 quarters since.
Financial Gravity Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $32K in Q2 2021.
324 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.