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Tompkins Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Tompkins Financial’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
2024
Q4 		– Sell
-1,200
Closed -$41.4K – 543
2024
Q3 		$41.4K Buy
+1,200
New +$39.9K ﹤0.01% 359

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tompkins Financial's DES Position: Q4 2024 in Review

Tompkins Financial sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2024, closing a stake of 1,200 shares — an estimated $41.4K sold.

Tompkins Financial first reported a position in DES in Q3 2024 and held it in 1 quarter. The position peaked at $41.4K in Q3 2024. 334 funds tracked by Wall St. Rank hold DES as of Q4 2024.

  • Tompkins Financial reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 1,200 WisdomTree US SmallCap Dividend Fund shares in Q4 2024, an estimated $41.4K.
  • Tompkins Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Tompkins Financial's WisdomTree US SmallCap Dividend Fund position peaked at $41.4K in Q3 2024.
  • 334 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.