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Garton & Associates Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Garton & Associates Financial Advisors’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
2026
Q1 		– Sell
-468
Closed -$15.7K – 265
2025
Q4 		$15.7K Buy
+468
New +$15.6K 0.01% 717

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garton & Associates Financial Advisors's DES Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026, closing a stake of 468 shares — an estimated $15.7K sold.

Garton & Associates Financial Advisors first reported a position in DES in Q4 2025 and held it in 1 quarter. The position peaked at $15.7K in Q4 2025. 352 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 468 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $15.7K.
  • Garton & Associates Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $15.7K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.