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
2026 Q1	–	Sell	-4,264	Closed	-$143K	–	1051
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 $1.89T 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 29.18% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

SageView Advisory Group's DES Position: Q1 2026 in Review

SageView Advisory Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026, closing a stake of 4,264 shares — an estimated $143K sold.

SageView Advisory Group first reported a position in DES in Q2 2023 and held it in 4 quarters. The position peaked at $544K in Q2 2023. 352 funds tracked by Wall St. Rank hold DES as of Q1 2026.

SageView Advisory Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 4,264 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $143K.
SageView Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and held it in 4 quarters.
SageView Advisory Group's WisdomTree US SmallCap Dividend Fund position peaked at $544K in Q2 2023.
352 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.