Ridgewood Investments’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ridgewood Investments’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	-114	Closed	-$3.62K	–	313
2025 Q2	$3.62K	Hold	114	–	–	﹤0.01%	628
2025 Q1	$3.64K	Hold	114	–	–	﹤0.01%	581
2024 Q4	$3.92K	Hold	114	–	–	﹤0.01%	601
2024 Q3	$3.93K	Hold	114	–	–	﹤0.01%	611
2024 Q2	$3.55K	Buy	+114	New	+$3.58K	﹤0.01%	626
2023 Q3	–	Sell	-114	Closed	-$3.28K	–	310
2023 Q2	$3.28K	Hold	114	–	–	﹤0.01%	648
2023 Q1	$3.26K	Buy	+114	New	+$3.41K	﹤0.01%	647

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

Ridgewood Investments's DES Position: Q3 2025 in Review

Ridgewood Investments sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025, closing a stake of 114 shares — an estimated $3.62K sold.

Ridgewood Investments first reported a position in DES in Q1 2023 and held it in 7 quarters. The position peaked at $3.93K in Q3 2024. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

Ridgewood Investments reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 114 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $3.62K.
Ridgewood Investments first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's WisdomTree US SmallCap Dividend Fund position peaked at $3.93K in Q3 2024.
324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.