Kades & Cheifetz’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kades & Cheifetz’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
2024 Q4	$5.45M	Buy	158,726 +49,228	+45%	+$1.74M	2.79%	8
2024 Q3	$3.78M	Buy	109,498 +2,360	+2%	+$78.5K	2.16%	14
2024 Q2	$3.34M	Sell	107,138 -3,129	-3%	-$98.3K	2.1%	14
2024 Q1	$3.6M	Sell	110,267 -5,213	-5%	-$163K	2.31%	13
2023 Q4	$3.71M	Buy	115,480 +2,788	+2%	+$81K	2.63%	12
2023 Q3	$3.18M	Buy	112,692 +1,692	+2%	+$49.7K	2.52%	11
2023 Q2	$3.2M	Buy	111,000 +1,771	+2%	+$49.4K	2.45%	11
2023 Q1	$3.12M	Buy	109,229 +337	+0.3%	+$10.1K	2.46%	11
2022 Q4	$3.1M	Buy	+108,892	New	+$3.13M	2.59%	11

Other funds holding DES

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kades & Cheifetz's DES Position: Q4 2024 in Review

Kades & Cheifetz increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 45% in Q4 2024, buying an estimated $1.74M and bringing the position to 158,726 shares worth $5.45M. The position accounts for 2.79% of the portfolio, ranked #8.

Kades & Cheifetz first reported a position in DES in Q4 2022 and has held it in 9 quarters since. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

Kades & Cheifetz held 158,726 shares of WisdomTree US SmallCap Dividend Fund worth $5.45M as of Q4 2024.
Kades & Cheifetz bought 49,228 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $1.74M.
WisdomTree US SmallCap Dividend Fund made up 2.79% of Kades & Cheifetz's portfolio in Q4 2024, its #8 holding.
Kades & Cheifetz first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 9 quarters since.
332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.