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Kiely Wealth Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kiely Wealth Advisory Group’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 		$241K Buy
7,013
+2,539
+57% +$89.8K 0.15% 55
2024
Q3 		$165K Buy
+4,474
New +$149K 0.1% 68

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kiely Wealth Advisory Group's DES Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 57% in Q4 2024, buying an estimated $89.8K and bringing the position to 7,013 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #55.

Kiely Wealth Advisory Group first reported a position in DES in Q3 2024 and has held it in 2 quarters since. 332 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • Kiely Wealth Advisory Group held 7,013 shares of WisdomTree US SmallCap Dividend Fund worth $241K as of Q4 2024.
  • Kiely Wealth Advisory Group bought 2,539 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $89.8K.
  • WisdomTree US SmallCap Dividend Fund made up 0.15% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #55 holding.
  • Kiely Wealth Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and has held it in 2 quarters since.
  • 332 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.