United Advisor Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

United Advisor Group’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
2026 Q1	$527K	Sell	14,668 -188	-1%	-$6.78K	0.07%	274
2025 Q4	$497K	Sell	14,856 -21,977	-60%	-$734K	0.06%	282
2025 Q3	$1.24M	Sell	36,833 -73	-0.2%	-$2.42K	0.17%	141
2025 Q2	$1.17M	Buy	36,906 +345	+0.9%	+$10.6K	0.2%	120
2025 Q1	$1.17M	Sell	36,561 -57	-0.2%	-$1.92K	0.24%	100
2024 Q4	$1.26M	Sell	36,618 -2,383	-6%	-$84.3K	0.25%	98
2024 Q3	$1.35M	Buy	39,001 +608	+2%	+$20.2K	0.3%	82
2024 Q2	$1.2M	Buy	38,393 +4,904	+15%	+$154K	0.37%	69
2024 Q1	$1.09M	Buy	+33,489	New	+$1.05M	0.41%	69

Other funds holding DES

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return