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

Redmont Wealth 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 Q4	$569	Hold	17	–	–	﹤0.01%	298
2025 Q3	$573	Hold	17	–	–	﹤0.01%	302
2025 Q2	$540	Hold	17	–	–	﹤0.01%	299
2025 Q1	$543	Buy	+17	New	+$572	﹤0.01%	169
2024 Q4	–	Sell	-17	Closed	-$586	–	128
2024 Q3	$586	Hold	17	–	–	﹤0.01%	309
2024 Q2	$530	Buy	+17	New	+$534	﹤0.01%	327

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Redmont Wealth Advisors's DES Position: Q4 2025 in Review

Redmont Wealth Advisors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q4 2025 at 17 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Redmont Wealth Advisors first reported a position in DES in Q2 2024 and has held it in 6 quarters since. The position peaked at $586 in Q3 2024. 341 funds tracked by Wall St. Rank hold DES as of Q4 2025.

Redmont Wealth Advisors held 17 shares of WisdomTree US SmallCap Dividend Fund worth $569 as of Q4 2025.
Redmont Wealth Advisors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #298 holding.
Redmont Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 6 quarters since.
Redmont Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $586 in Q3 2024.
341 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.