Painted Porch Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Painted Porch 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 Q3	–	Sell	-2,381	Closed	-$75.6K	–	479
2025 Q2	$75.6K	Hold	2,381	–	–	0.03%	121
2025 Q1	$76.1K	Hold	2,381	–	–	0.03%	123
2024 Q4	$81.8K	Hold	2,381	–	–	0.04%	125
2024 Q3	$82.1K	Hold	2,381	–	–	0.04%	117
2024 Q2	$74.2K	Buy	+2,381	New	+$74.8K	0.04%	113

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Painted Porch Advisors's DES Position: Q3 2025 in Review

Painted Porch Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025, closing a stake of 2,381 shares — an estimated $75.6K sold.

Painted Porch Advisors first reported a position in DES in Q2 2024 and held it in 5 quarters. The position peaked at $82.1K in Q3 2024. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

Painted Porch Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Painted Porch Advisors sold 2,381 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $75.6K.
Painted Porch Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and held it in 5 quarters.
Painted Porch Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $82.1K in Q3 2024.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Painted Porch Advisors's 13F filing for Q3 2025, filed 9 Dec 2025.