TSMHT
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Thurston Springer Miller Herd & Titak’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Thurston Springer Miller Herd & Titak’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
-469
Closed -$14.9K – 731
2025
Q2 		$14.9K Buy
469
+1
+0.2% +$31 ﹤0.01% 1041
2025
Q1 		$15K Buy
+468
New +$15.7K ﹤0.01% 980

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

Thurston Springer Miller Herd & Titak's DES Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025, closing a stake of 469 shares — an estimated $14.9K sold.

Thurston Springer Miller Herd & Titak first reported a position in DES in Q1 2025 and held it in 2 quarters. The position peaked at $15K in Q1 2025. 324 funds tracked by Wall St. Rank hold DES as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 469 WisdomTree US SmallCap Dividend Fund shares in Q3 2025, an estimated $14.9K.
  • Thurston Springer Miller Herd & Titak first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and held it in 2 quarters.
  • Thurston Springer Miller Herd & Titak's WisdomTree US SmallCap Dividend Fund position peaked at $15K in Q1 2025.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.