Savant Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Savant Capital’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	$525K	Buy	14,605 +7	+0%	+$252	﹤0.01%	888
2025 Q4	$488K	Sell	14,598 -1,723	-11%	-$57.6K	﹤0.01%	848
2025 Q3	$550K	Buy	16,321 +5,957	+57%	+$198K	﹤0.01%	763
2025 Q2	$329K	Buy	+10,364	New	+$319K	﹤0.01%	920
2024 Q4	–	Sell	-7,787	Closed	-$269K	–	1443
2024 Q3	$269K	Buy	7,787 +559	+8%	+$18.6K	﹤0.01%	1147
2024 Q2	$225K	Buy	7,228 +3	+0%	+$94	﹤0.01%	1093
2024 Q1	$236K	Buy	7,225 +72	+1%	+$2.25K	﹤0.01%	977
2023 Q4	$230K	Buy	+7,153	New	+$208K	﹤0.01%	780
2023 Q1	–	Sell	-7,580	Closed	-$216K	–	731
2022 Q4	$216K	Buy	+7,580	New	+$218K	0.01%	545

Other funds holding DES

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Creative Planning

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return