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OneDigital Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

OneDigital Investment 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
Q1 		– Sell
-10,124
Closed -$348K – 1421
2024
Q4 		$348K Sell
10,124
-1,699
-14% -$60.1K ﹤0.01% 1060
2024
Q3 		$408K Sell
11,823
-22
-0.2% -$731 ﹤0.01% 1017
2024
Q2 		$369K Sell
11,845
-1,236
-9% -$38.8K ﹤0.01% 1016
2024
Q1 		$427K Sell
13,081
-11,797
-47% -$369K 0.01% 793
2023
Q4 		$800K Buy
24,878
+12,261
+97% +$356K 0.01% 549
2023
Q3 		$356K Buy
12,617
+1,344
+12% +$39.5K 0.01% 749
2023
Q2 		$325K Sell
11,273
-76
-0.7% -$2.12K 0.01% 794
2023
Q1 		$324K Sell
11,349
-227
-2% -$6.79K 0.01% 755
2022
Q4 		$329K Buy
11,576
+1,818
+19% +$52.2K 0.01% 638
2022
Q3 		$251K Buy
9,758
+46
+0.5% +$1.33K 0.01% 649
2022
Q2 		$274K Buy
9,712
+231
+2% +$6.93K 0.01% 583
2022
Q1 		$302K Sell
9,481
-101
-1% -$3.23K 0.01% 593
2021
Q4 		$315K Sell
9,582
-3,031
-24% -$98K 0.01% 586
2021
Q3 		$389K Sell
12,613
-16
-0.1% -$502 0.02% 493
2021
Q2 		$403K Buy
12,629
+222
+2% +$7.18K 0.02% 472
2021
Q1 		$386K Sell
12,407
-1,525
-11% -$45K 0.02% 442
2020
Q4 		$371K Sell
13,932
-4,683
-25% -$114K 0.02% 423
2020
Q3 		$392K Buy
18,615
+330
+2% +$7.19K 0.03% 356
2020
Q2 		$387K Buy
18,285
+7,715
+73% +$153K 0.03% 370
2020
Q1 		$190K Buy
10,570
+3,144
+42% +$77.8K 0.02% 482
2019
Q4 		$213K Buy
+7,426
New +$207K 0.02% 501

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

OneDigital Investment Advisors's DES Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 10,124 shares — an estimated $348K sold.

OneDigital Investment Advisors first reported a position in DES in Q4 2019 and held it in 21 quarters. The position peaked at $800K in Q4 2023. 324 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,124 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $348K.
  • OneDigital Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 21 quarters.
  • OneDigital Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $800K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.