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Principle Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Principle Wealth 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
-15,820
Closed -$506K – 365
2025
Q1 		$506K Hold
15,820
– – 0.04% 224
2024
Q4 		$543K Sell
15,820
-1,350
-8% -$47.7K 0.04% 213
2024
Q3 		$592K Sell
17,170
-75
-0.4% -$2.49K 0.04% 208
2024
Q2 		$537K Sell
17,245
-1,995
-10% -$62.7K 0.04% 210
2024
Q1 		$629K Hold
19,240
– – 0.05% 198
2023
Q4 		$619K Sell
19,240
-216
-1% -$6.27K 0.05% 191
2023
Q3 		$549K Hold
19,456
– – 0.06% 191
2023
Q2 		$560K Buy
19,456
+350
+2% +$9.76K 0.06% 188
2023
Q1 		$546K Hold
19,106
– – 0.06% 186
2022
Q4 		$543K Hold
19,106
– – 0.06% 179
2022
Q3 		$492 Hold
19,106
– – 0.05% 181
2022
Q2 		$539K Sell
19,106
-1,553
-8% -$46.6K 0.06% 186
2022
Q1 		$658K Sell
20,659
-3,856
-16% -$123K 0.07% 174
2021
Q4 		$806K Buy
24,515
+2,471
+11% +$79.9K 0.08% 156
2021
Q3 		$680K Buy
22,044
+8
+0% +$251 0.08% 166
2021
Q2 		$703K Buy
22,036
+5
+0% +$162 0.08% 165
2021
Q1 		$686K Buy
22,031
+2,402
+12% +$70.9K 0.08% 157
2020
Q4 		$522K Buy
+19,629
New +$476K 0.07% 171

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

Principle Wealth Partners's DES Position: Q2 2025 in Review

Principle Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 15,820 shares — an estimated $506K sold.

Principle Wealth Partners first reported a position in DES in Q4 2020 and held it in 18 quarters. The position peaked at $806K in Q4 2021. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • Principle Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 15,820 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $506K.
  • Principle Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 18 quarters.
  • Principle Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $806K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Principle Wealth Partners's 13F filing for Q2 2025, filed 30 Jul 2025.