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WhitTier Trust Company’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

WhitTier Trust Company’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
-870
Closed -$29.4K – 1281
2025
Q3 		$29.4K Buy
+870
New +$28.9K ﹤0.01% 801
2019
Q1 		– Sell
-1,400
Closed -$34K – 1006
2018
Q4 		$34K Hold
1,400
– – ﹤0.01% 639
2018
Q3 		$42K Hold
1,400
– – ﹤0.01% 635
2018
Q2 		$41K Hold
1,400
– – ﹤0.01% 639
2018
Q1 		$38K Buy
+1,400
New +$39.5K ﹤0.01% 661

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LPL Financial
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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
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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 $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

WhitTier Trust Company's DES Position: Q4 2025 in Review

WhitTier Trust Company sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2025, closing a stake of 870 shares — an estimated $29.4K sold.

WhitTier Trust Company first reported a position in DES in Q1 2018 and held it in 5 quarters. The position peaked at $42K in Q3 2018. 340 funds tracked by Wall St. Rank hold DES as of Q4 2025.

  • WhitTier Trust Company reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 870 WisdomTree US SmallCap Dividend Fund shares in Q4 2025, an estimated $29.4K.
  • WhitTier Trust Company first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and held it in 5 quarters.
  • WhitTier Trust Company's WisdomTree US SmallCap Dividend Fund position peaked at $42K in Q3 2018.
  • 340 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on WhitTier Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.