HCA
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Heck Capital Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Heck Capital 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
2025
Q1 		– Sell
-4,059
Closed -$139K – 383
2024
Q4 		$139K Buy
+4,059
New +$144K 0.01% 278

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heck Capital Advisors's DES Position: Q1 2025 in Review

Heck Capital Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 4,059 shares — an estimated $139K sold.

Heck Capital Advisors first reported a position in DES in Q4 2024 and held it in 1 quarter. The position peaked at $139K in Q4 2024. 325 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • Heck Capital Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 4,059 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $139K.
  • Heck Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $139K in Q4 2024.
  • 325 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.