MFS
DES icon

Madrona Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Madrona Financial Services’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
-6,113
Closed -$204K – 127
2025
Q4 		$204K Sell
6,113
-79
-1% -$2.64K 0.04% 124
2025
Q3 		$209K Buy
+6,192
New +$206K 0.05% 113
2024
Q4 		– Sell
-5,928
Closed -$204K – 113
2024
Q3 		$204K Buy
+5,928
New +$197K 0.06% 108
2024
Q2 		– Sell
-7,145
Closed -$233K – 103
2024
Q1 		$233K Hold
7,145
– – 0.08% 83
2023
Q4 		$230K Sell
7,145
-1,386
-16% -$40.3K 0.09% 76
2023
Q3 		$241K Hold
8,531
– – 0.11% 87
2023
Q2 		$246K Sell
8,531
-1,288
-13% -$35.9K 0.12% 87
2023
Q1 		$280K Buy
9,819
+1,248
+15% +$37.4K 0.15% 67
2022
Q4 		$244K Sell
8,571
-399
-4% -$11.5K 0.14% 64
2022
Q3 		$231K Sell
8,970
-260
-3% -$7.53K 0.14% 64
2022
Q2 		$260K Hold
9,230
– – 0.15% 65
2022
Q1 		$287K Hold
9,230
– – 0.14% 64
2021
Q4 		$303K Buy
9,230
+435
+5% +$14.1K 0.13% 57
2021
Q3 		$271K Buy
+8,795
New +$276K 0.13% 55
2020
Q1 		– Sell
-9,065
Closed -$260K – 46
2019
Q4 		$260K Hold
9,065
– – 0.19% 52
2019
Q3 		$248K Buy
9,065
+25
+0.3% +$667 0.18% 53
2019
Q2 		$245K Buy
+9,040
New +$247K 0.23% 48

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Madrona Financial Services's DES Position: Q1 2026 in Review

Madrona Financial Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026, closing a stake of 6,113 shares — an estimated $204K sold.

Madrona Financial Services first reported a position in DES in Q2 2019 and held it in 17 quarters. The position peaked at $303K in Q4 2021. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Madrona Financial Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Madrona Financial Services sold 6,113 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $204K.
  • Madrona Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2019 and held it in 17 quarters.
  • Madrona Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $303K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Madrona Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.