T
DES icon

Tidemark’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Tidemark’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
Q4 		– Sell
-793
Closed -$26.7K – 673
2025
Q3 		$26.7K Hold
793
– – 0.01% 320
2025
Q2 		$25.2K Sell
793
-161
-17% -$4.96K 0.01% 335
2025
Q1 		$30.5K Sell
954
-383
-29% -$12.9K 0.01% 301
2024
Q4 		$45.9K Hold
1,337
– – 0.02% 243
2024
Q3 		$46.1K Sell
1,337
-289
-18% -$9.61K 0.02% 246
2024
Q2 		$50.6K Hold
1,626
– – 0.02% 210
2024
Q1 		$53.1K Buy
1,626
+18
+1% +$563 0.03% 224
2023
Q4 		$51.7K Buy
+1,608
New +$46.7K 0.03% 217

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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