BSC
DES icon

BOLTON SECURITIES CORPORATION’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$1.67M Buy
+49,669
New +$1.65M 0.08% 271
2025
Q1 		$1.43M Buy
+44,787
New +$1.51M 0.08% 260

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DES Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q3 2025: 49,669 shares worth $1.67M. The stake represents 0.08% of the portfolio and ranks #271 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DES as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in DES in Q1 2025 and has held it in 2 quarters since. 328 funds tracked by Wall St. Rank hold DES as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 49,669 shares of WisdomTree US SmallCap Dividend Fund worth $1.67M as of Q3 2025.
  • WisdomTree US SmallCap Dividend Fund was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • WisdomTree US SmallCap Dividend Fund made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #271 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and has held it in 2 quarters since.
  • 328 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.