SageView Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SageView Advisory Group’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	$143K	Buy	+4,264	New	+$142K	﹤0.01%	703
2024 Q1	–	Sell	-13,583	Closed	-$431K	–	562
2023 Q4	$431K	Sell	13,583 -2,610	-16%	-$75.8K	0.02%	423
2023 Q3	$457K	Sell	16,193 -2,712	-14%	-$79.6K	0.03%	341
2023 Q2	$544K	Buy	+18,905	New	+$527K	0.03%	336

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

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

SageView Advisory Group's DES Position: Q4 2025 in Review

SageView Advisory Group opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q4 2025: 4,264 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in DES as recently as Q4 2023.

SageView Advisory Group first reported a position in DES in Q2 2023 and has held it in 4 quarters since. The position peaked at $544K in Q2 2023. 340 funds tracked by Wall St. Rank hold DES as of Q4 2025.

SageView Advisory Group held 4,264 shares of WisdomTree US SmallCap Dividend Fund worth $143K as of Q4 2025.
WisdomTree US SmallCap Dividend Fund was a new SageView Advisory Group position in Q4 2025.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #703 holding.
SageView Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and has held it in 4 quarters since.
SageView Advisory Group's WisdomTree US SmallCap Dividend Fund position peaked at $544K in Q2 2023.
340 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.