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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tidemark's DES Position: Q4 2025 in Review

Tidemark sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2025, closing a stake of 793 shares — an estimated $26.7K sold.

Tidemark first reported a position in DES in Q4 2023 and held it in 8 quarters. The position peaked at $53.1K in Q1 2024. 341 funds tracked by Wall St. Rank hold DES as of Q4 2025.

  • Tidemark reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Tidemark sold 793 WisdomTree US SmallCap Dividend Fund shares in Q4 2025, an estimated $26.7K.
  • Tidemark first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and held it in 8 quarters.
  • Tidemark's WisdomTree US SmallCap Dividend Fund position peaked at $53.1K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on Tidemark's 13F filing for Q4 2025, filed 10 Feb 2026.