AC
DES icon

AlphaCore Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

AlphaCore Capital’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 		– Sell
-525
Closed -$17.6K – 1296
2025
Q4 		$17.6K Hold
525
– – ﹤0.01% 1274
2025
Q3 		$17.7K Hold
525
– – ﹤0.01% 958
2025
Q2 		$16.7K Buy
+525
New +$16.2K ﹤0.01% 922
2020
Q3 		– Sell
-1
Closed – – 61
2020
Q2 		$0 Hold
1
– – ﹤0.01% 131
2020
Q1 		$0 Hold
1
– – ﹤0.01% 338
2019
Q4 		$0 Buy
+1
New +$28 ﹤0.01% 130

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
M&T Bank
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
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

AlphaCore Capital's DES Position: Q1 2026 in Review

AlphaCore Capital sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026, closing a stake of 525 shares — an estimated $17.6K sold.

AlphaCore Capital first reported a position in DES in Q4 2019 and held it in 6 quarters. The position peaked at $17.7K in Q3 2025. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • AlphaCore Capital reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 525 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $17.6K.
  • AlphaCore Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and held it in 6 quarters.
  • AlphaCore Capital's WisdomTree US SmallCap Dividend Fund position peaked at $17.7K in Q3 2025.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.