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Huntleigh Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Huntleigh 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
Q3 		– Sell
-7,796
Closed -$248K – 285
2025
Q2 		$248K Sell
7,796
-1,101
-12% -$33.9K 0.05% 235
2025
Q1 		$284K Buy
8,897
+5
+0.1% +$168 0.07% 199
2024
Q4 		$305K Buy
+8,892
New +$315K 0.07% 190

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Huntleigh Advisors's DES Position: Q3 2025 in Review

Huntleigh Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025, closing a stake of 7,796 shares — an estimated $248K sold.

Huntleigh Advisors first reported a position in DES in Q4 2024 and held it in 3 quarters. The position peaked at $305K in Q4 2024. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

  • Huntleigh Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Huntleigh Advisors sold 7,796 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $248K.
  • Huntleigh Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and held it in 3 quarters.
  • Huntleigh Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $305K in Q4 2024.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Huntleigh Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.