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Schechter Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Schechter Investment 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
Q1 		$418K Hold
13,070
– – 0.03% 409
2024
Q4 		$449K Hold
13,070
– – 0.03% 410
2024
Q3 		$451K Hold
13,070
– – 0.03% 422
2024
Q2 		$407K Hold
13,070
– – 0.03% 415
2024
Q1 		$427K Buy
+13,070
New +$409K 0.03% 413

Other funds holding DES

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schechter Investment Advisors's DES Position: Q1 2025 in Review

Schechter Investment Advisors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2025 at 13,070 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #409.

Schechter Investment Advisors first reported a position in DES in Q1 2024 and has held it in 5 quarters since. The position peaked at $451K in Q3 2024. 324 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • Schechter Investment Advisors held 13,070 shares of WisdomTree US SmallCap Dividend Fund worth $418K as of Q1 2025.
  • Schechter Investment Advisors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2025.
  • WisdomTree US SmallCap Dividend Fund made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #409 holding.
  • Schechter Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $451K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.