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Marshall & Sterling Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Marshall & Sterling Wealth 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
Q2 		– Sell
-310
Closed -$9.91K – 638
2025
Q1 		$9.91K Buy
+310
New +$10.4K 0.01% 319

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
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 $30.4B AUM 27.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's DES Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 310 shares — an estimated $9.91K sold.

Marshall & Sterling Wealth Advisors first reported a position in DES in Q1 2025 and held it in 1 quarter. The position peaked at $9.91K in Q1 2025. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 310 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $9.91K.
  • Marshall & Sterling Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $9.91K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.