Mirador Capital Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Mirador Capital Partners’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	-6,726	Closed	-$215K	–	202
2025 Q1	$215K	Sell	6,726 -41	-0.6%	-$1.38K	0.04%	186
2024 Q4	$232K	Buy	+6,767	New	+$239K	0.04%	178
2023 Q3	–	Sell	-8,815	Closed	-$254K	–	190
2023 Q2	$254K	Buy	8,815 +122	+1%	+$3.4K	0.06%	170
2023 Q1	$248K	Buy	+8,693	New	+$260K	0.06%	168
2019 Q4	–	Sell	-17,055	Closed	-$467K	–	181
2019 Q3	$467K	Buy	17,055 +9,120	+115%	+$243K	0.21%	108
2019 Q2	$215K	Buy	+7,935	New	+$217K	0.11%	149

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Mirador Capital Partners's DES Position: Q2 2025 in Review

Mirador Capital Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 6,726 shares — an estimated $215K sold.

Mirador Capital Partners first reported a position in DES in Q2 2019 and held it in 6 quarters. The position peaked at $467K in Q3 2019. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

Mirador Capital Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Mirador Capital Partners sold 6,726 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $215K.
Mirador Capital Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2019 and held it in 6 quarters.
Mirador Capital Partners's WisdomTree US SmallCap Dividend Fund position peaked at $467K in Q3 2019.
323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Mirador Capital Partners's 13F filing for Q2 2025, filed 9 Jul 2025.