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

Oarsman Capital’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
-1,465
Closed -$50.3K – 387
2024
Q4 		$50.3K Buy
1,465
+85
+6% +$3.01K 0.01% 445
2024
Q3 		$47.6K Buy
+1,380
New +$45.9K 0.01% 460
2020
Q1 		– Sell
-7,356
Closed -$211K – 128
2019
Q4 		$211K Hold
7,356
– – 0.1% 175
2019
Q3 		$201K Buy
+7,356
New +$196K 0.1% 176
2018
Q4 		– Sell
-7,167
Closed -$213K – 174
2018
Q3 		$213K Hold
7,167
– – 0.09% 174
2018
Q2 		$213K Sell
7,167
-180
-2% -$5.19K 0.1% 165
2018
Q1 		$201K Sell
7,347
-1,260
-15% -$35.6K 0.09% 173
2017
Q4 		$250K Sell
8,607
-2,598
-23% -$74K 0.11% 164
2017
Q3 		$314K Sell
11,205
-195
-2% -$5.21K 0.13% 145
2017
Q2 		$306K Sell
11,400
-291
-2% -$7.81K 0.14% 147
2017
Q1 		$314K Sell
11,691
-708
-6% -$19.2K 0.15% 148
2016
Q4 		$342K Sell
12,399
-2,742
-18% -$70.8K 0.22% 120
2016
Q3 		$380K Sell
15,141
-1,452
-9% -$36K 0.19% 133
2016
Q2 		$396K Buy
16,593
+81
+0.5% +$1.88K 0.21% 128
2016
Q1 		$378K Sell
16,512
-78
-0.5% -$1.63K 0.2% 128
2015
Q4 		$359K Sell
16,590
-180
-1% -$3.99K 0.2% 134
2015
Q3 		$352K Hold
16,770
– – 0.21% 133
2015
Q2 		$394K Hold
16,770
– – 0.27% 118
2015
Q1 		$403K Buy
16,770
+810
+5% +$19.1K 0.28% 115
2014
Q4 		$377K Sell
15,960
-303
-2% -$6.93K 0.27% 117
2014
Q3 		$352K Buy
16,263
+369
+2% +$8.39K 0.26% 122
2014
Q2 		$371K Buy
15,894
+186
+1% +$4.21K 0.27% 117
2014
Q1 		$357K Buy
15,708
+153
+1% +$3.4K 0.28% 118
2013
Q4 		$351K Sell
15,555
-33
-0.2% -$719 0.28% 116
2013
Q3 		$325K Buy
15,588
+204
+1% +$4.19K 0.28% 113
2013
Q2 		$299K Buy
+15,384
New +$295K 0.28% 113

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

Oarsman Capital's DES Position: Q1 2025 in Review

Oarsman Capital sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 1,465 shares — an estimated $50.3K sold.

Oarsman Capital first reported a position in DES in Q2 2013 and held it in 26 quarters. The position peaked at $403K in Q1 2015. 324 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • Oarsman Capital reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 1,465 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $50.3K.
  • Oarsman Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and held it in 26 quarters.
  • Oarsman Capital's WisdomTree US SmallCap Dividend Fund position peaked at $403K in Q1 2015.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.