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Accredited Investors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Accredited Investors’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
Q2 		$240K Hold
5,906
– – 0.01% 271
2026
Q1 		$212K Buy
+5,906
New +$213K 0.01% 266
2025
Q1 		– Sell
-5,906
Closed -$203K – 240
2024
Q4 		$203K Hold
5,906
– – 0.01% 219
2024
Q3 		$204K Buy
+5,906
New +$196K 0.01% 225
2024
Q2 		– Sell
-15,373
Closed -$502K – 224
2024
Q1 		$502K Buy
15,373
+128
+0.8% +$4K 0.03% 128
2023
Q4 		$490K Hold
15,245
– – 0.03% 123
2023
Q3 		$430K Sell
15,245
-4,738
-24% -$139K 0.03% 122
2023
Q2 		$575K Buy
19,983
+102
+0.5% +$2.84K 0.04% 103
2023
Q1 		$568K Sell
19,881
-137
-0.7% -$4.1K 0.04% 102
2022
Q4 		$569K Buy
20,018
+714
+4% +$20.5K 0.05% 96
2022
Q3 		$497K Buy
19,304
+150
+0.8% +$4.35K 0.06% 97
2022
Q2 		$541K Buy
19,154
+1,515
+9% +$45.5K 0.06% 99
2022
Q1 		$562K Buy
17,639
+285
+2% +$9.1K 0.05% 104
2021
Q4 		$570K Buy
17,354
+10,125
+140% +$327K 0.05% 104
2021
Q3 		$223K Hold
7,229
– – 0.02% 156
2021
Q2 		$231K Hold
7,229
– – 0.02% 150
2021
Q1 		$225K Buy
+7,229
New +$213K 0.03% 145

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accredited Investors's DES Position: Q2 2026 in Review

Accredited Investors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 5,906 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #271.

Accredited Investors first reported a position in DES in Q1 2021 and has held it in 17 quarters since. The position peaked at $575K in Q2 2023. 239 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Accredited Investors held 5,906 shares of WisdomTree US SmallCap Dividend Fund worth $240K as of Q2 2026.
  • Accredited Investors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #271 holding.
  • Accredited Investors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and has held it in 17 quarters since.
  • Accredited Investors's WisdomTree US SmallCap Dividend Fund position peaked at $575K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.