MSS
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Mitchell Sinkler & Starr’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-4,478
Closed -$154K – 155
2024
Q4 		$154K Hold
4,478
– – 0.04% 159
2024
Q3 		$154K Hold
4,478
– – 0.04% 159
2024
Q2 		$151K Hold
4,478
– – 0.04% 154
2024
Q1 		$146K Buy
+4,478
New +$140K 0.04% 161

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 $27.4B AUM 24.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mitchell Sinkler & Starr's DES Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 4,478 shares — an estimated $154K sold.

Mitchell Sinkler & Starr first reported a position in DES in Q1 2024 and held it in 4 quarters. The position peaked at $154K in Q3 2024. 324 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 4,478 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $154K.
  • Mitchell Sinkler & Starr first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and held it in 4 quarters.
  • Mitchell Sinkler & Starr's WisdomTree US SmallCap Dividend Fund position peaked at $154K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.