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

Wealth 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
2025
Q2 		– Sell
-6,405
Closed -$205K – 113
2025
Q1 		$205K Hold
6,405
– – 0.13% 152
2024
Q4 		$220K Sell
6,405
-422
-6% -$14.9K 0.14% 148
2024
Q3 		$235K Hold
6,827
– – 0.16% 134
2024
Q2 		$213K Hold
6,827
– – 0.15% 142
2024
Q1 		$223K Buy
+6,827
New +$214K 0.17% 132

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

Wealth Group's DES Position: Q2 2025 in Review

Wealth Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 6,405 shares — an estimated $205K sold.

Wealth Group first reported a position in DES in Q1 2024 and held it in 5 quarters. The position peaked at $235K in Q3 2024. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • Wealth Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Wealth Group sold 6,405 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $205K.
  • Wealth Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and held it in 5 quarters.
  • Wealth Group's WisdomTree US SmallCap Dividend Fund position peaked at $235K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.