PA
DES icon

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

PSI 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
Q2 		– Sell
-750
Closed -$24K – 232
2025
Q1 		$24K Sell
750
-331
-31% -$11.1K 0.01% 351
2024
Q4 		$37.1K Buy
1,081
+3
+0.3% +$106 0.01% 322
2024
Q3 		$37.2K Buy
1,078
+2
+0.2% +$66 0.01% 315
2024
Q2 		$33.5K Buy
1,076
+4
+0.4% +$126 0.01% 319
2024
Q1 		$35K Sell
1,072
-249
-19% -$7.79K 0.01% 312
2023
Q4 		$42.5K Sell
1,321
-123
-9% -$3.57K 0.02% 284
2023
Q3 		$40.7K Buy
1,444
+4
+0.3% +$117 0.02% 271
2023
Q2 		$41.5K Sell
1,440
-630
-30% -$17.6K 0.02% 268
2023
Q1 		$59.1K Buy
2,070
+50
+2% +$1.5K 0.03% 206
2022
Q4 		$57.5K Buy
2,020
+38
+2% +$1.09K 0.03% 204
2022
Q3 		$51K Sell
1,982
-811
-29% -$23.5K 0.03% 225
2022
Q2 		$79K Sell
2,793
-33
-1% -$990 0.04% 196
2022
Q1 		$90K Buy
2,826
+471
+20% +$15K 0.04% 208
2021
Q4 		$77K Sell
2,355
-198
-8% -$6.4K 0.03% 229
2021
Q3 		$79K Buy
+2,553
New +$80.1K 0.04% 224
2020
Q1 		– Sell
-2,390
Closed -$68K – 218
2019
Q4 		$68K Buy
+2,390
New +$66.6K 0.04% 233

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

PSI Advisors's DES Position: Q2 2025 in Review

PSI Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 750 shares — an estimated $24K sold.

PSI Advisors first reported a position in DES in Q4 2019 and held it in 16 quarters. The position peaked at $90K in Q1 2022. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • PSI Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 750 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $24K.
  • PSI Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $90K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.