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Southland Equity Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Southland Equity Partners’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
-7,684
Closed -$244K – 247
2025
Q2 		$244K Sell
7,684
-618
-7% -$19K 0.05% 202
2025
Q1 		$265K Sell
8,302
-202
-2% -$6.79K 0.06% 185
2024
Q4 		$292K Sell
8,504
-318
-4% -$11.2K 0.07% 172
2024
Q3 		$304K Sell
8,822
-632
-7% -$21K 0.07% 168
2024
Q2 		$294K Sell
9,454
-249
-3% -$7.82K 0.08% 157
2024
Q1 		$317K Sell
9,703
-205
-2% -$6.41K 0.09% 150
2023
Q4 		$319K Sell
9,908
-168
-2% -$4.88K 0.1% 138
2023
Q3 		$284K Sell
10,076
-148
-1% -$4.34K 0.1% 146
2023
Q2 		$294K Sell
10,224
-257
-2% -$7.16K 0.1% 140
2023
Q1 		$299K Sell
10,481
-23
-0.2% -$688 0.12% 130
2022
Q4 		$299K Sell
10,504
-134
-1% -$3.85K 0.12% 124
2022
Q3 		$274K Sell
10,638
-414
-4% -$12K 0.13% 119
2022
Q2 		$312K Sell
11,052
-35
-0.3% -$1.05K 0.14% 110
2022
Q1 		$353K Sell
11,087
-29
-0.3% -$926 0.15% 105
2021
Q4 		$365K Buy
11,116
+45
+0.4% +$1.46K 0.15% 103
2021
Q3 		$341K Sell
11,071
-226
-2% -$7.09K 0.16% 100
2021
Q2 		$360K Sell
11,297
-2,086
-16% -$67.5K 0.17% 92
2021
Q1 		$417K Sell
13,383
-478
-3% -$14.1K 0.24% 81
2020
Q4 		$369K Buy
+13,861
New +$336K 0.25% 75

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Southland Equity Partners's DES Position: Q3 2025 in Review

Southland Equity Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025, closing a stake of 7,684 shares — an estimated $244K sold.

Southland Equity Partners first reported a position in DES in Q4 2020 and held it in 19 quarters. The position peaked at $417K in Q1 2021. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

  • Southland Equity Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Southland Equity Partners sold 7,684 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $244K.
  • Southland Equity Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 19 quarters.
  • Southland Equity Partners's WisdomTree US SmallCap Dividend Fund position peaked at $417K in Q1 2021.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Southland Equity Partners's 13F filing for Q3 2025, filed 15 Oct 2025.