Ameriprise’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.1M Buy
419,458
+1,856
+0.4% +$71.5K ﹤0.01% 1653
2026
Q1
$15M Buy
417,602
+9,381
+2% +$338K ﹤0.01% 1615
2025
Q4
$13.7M Sell
408,221
-95,736
-19% -$3.2M ﹤0.01% 1675
2025
Q3
$17M Sell
503,957
-73,185
-13% -$2.43M ﹤0.01% 1522
2025
Q2
$18.4M Sell
577,142
-49,689
-8% -$1.53M ﹤0.01% 1411
2025
Q1
$20M Sell
626,831
-200,365
-24% -$6.74M 0.01% 1315
2024
Q4
$28.4M Buy
827,196
+65,162
+9% +$2.3M 0.01% 1137
2024
Q3
$26.3M Buy
762,034
+18,767
+3% +$624K 0.01% 1178
2024
Q2
$23.2M Buy
743,267
+22,687
+3% +$713K 0.01% 1191
2024
Q1
$23.5M Buy
720,580
+8,313
+1% +$260K 0.01% 1203
2023
Q4
$22.9M Buy
712,267
+19,113
+3% +$555K 0.01% 1190
2023
Q3
$19.6M Sell
693,154
-41,585
-6% -$1.22M 0.01% 1240
2023
Q2
$21.3M Sell
734,739
-2,843
-0.4% -$79.3K 0.01% 1211
2023
Q1
$21.1M Buy
737,582
+38,490
+6% +$1.15M 0.01% 1219
2022
Q4
$19.9M Sell
699,092
-72,330
-9% -$2.08M 0.01% 1232
2022
Q3
$19.9M Buy
771,422
+82,934
+12% +$2.4M 0.01% 1183
2022
Q2
$19.4M Buy
688,488
+24,536
+4% +$736K 0.01% 1223
2022
Q1
$21.2M Buy
663,952
+133,545
+25% +$4.26M 0.01% 1313
2021
Q4
$17.4M Sell
530,407
-7,554
-1% -$244K ﹤0.01% 1533
2021
Q3
$16.6M Sell
537,961
-837
-0.2% -$26.3K 0.01% 1416
2021
Q2
$17.2M Buy
538,798
+7,689
+1% +$249K 0.01% 1471
2021
Q1
$16.6M Buy
531,109
+10,996
+2% +$324K 0.01% 1482
2020
Q4
$13.8M Sell
520,113
-27,442
-5% -$666K ﹤0.01% 1498
2020
Q3
$11.5M Buy
547,555
+3,209
+0.6% +$69.9K ﹤0.01% 1455
2020
Q2
$11.5M Sell
544,346
-93,614
-15% -$1.86M ﹤0.01% 1437
2020
Q1
$11.5M Buy
637,960
+12,069
+2% +$299K 0.01% 1291
2019
Q4
$17.9M Buy
625,891
+34,479
+6% +$961K 0.01% 1272
2019
Q3
$16.2M Buy
591,412
+30,603
+5% +$816K 0.01% 1305
2019
Q2
$15.3M Buy
560,809
+7,021
+1% +$192K 0.01% 1373
2019
Q1
$15.3M Buy
553,788
+169,171
+44% +$4.62M 0.01% 1335
2018
Q4
$9.46M Buy
384,617
+2,054
+0.5% +$55.9K ﹤0.01% 1644
2018
Q3
$11.4M Buy
382,563
+9,325
+2% +$281K ﹤0.01% 1784
2018
Q2
$11M Buy
373,238
+6,791
+2% +$196K ﹤0.01% 1660
2018
Q1
$10M Buy
366,447
+18,747
+5% +$529K ﹤0.01% 1662
2017
Q4
$10.1M Buy
347,700
+19,596
+6% +$559K ﹤0.01% 1607
2017
Q3
$9.19M Buy
328,104
+55,293
+20% +$1.48M ﹤0.01% 1645
2017
Q2
$7.72M Sell
272,811
-5,850
-2% -$157K ﹤0.01% 1764
2017
Q1
$7.47M Buy
278,661
+155,091
+126% +$4.2M ﹤0.01% 1736
2016
Q4
$3.39M Buy
123,570
+11,946
+11% +$309K ﹤0.01% 2345
2016
Q3
$2.79M Buy
111,624
+60,705
+119% +$1.51M ﹤0.01% 2395
2016
Q2
$1.22M Sell
50,919
-3,750
-7% -$87K ﹤0.01% 2797
2016
Q1
$1.25M Sell
54,669
-48,867
-47% -$1.02M ﹤0.01% 2752
2015
Q4
$2.24M Buy
103,536
+19,983
+24% +$443K ﹤0.01% 2538
2015
Q3
$1.76M Buy
83,553
+8,007
+11% +$179K ﹤0.01% 2683
2015
Q2
$1.77M Buy
75,546
+20,238
+37% +$481K ﹤0.01% 2835
2015
Q1
$1.33M Buy
55,308
+22,017
+66% +$518K ﹤0.01% 2785
2014
Q4
$787K Buy
33,291
+21,066
+172% +$482K ﹤0.01% 2959
2014
Q3
$265K Sell
12,225
-2,502
-17% -$56.9K ﹤0.01% 3281
2014
Q2
$344K Sell
14,727
-7,161
-33% -$162K ﹤0.01% 3110
2014
Q1
$498K Buy
21,888
+10,995
+101% +$244K ﹤0.01% 2956
2013
Q4
$246K Buy
10,893
+177
+2% +$3.86K ﹤0.01% 3073
2013
Q3
$224K Buy
10,716
+567
+6% +$11.7K ﹤0.01% 3136
2013
Q2
$197K Buy
+10,149
New +$195K ﹤0.01% 3093

Other funds holding DES

Ameriprise's DES Position: Q2 2026 in Review

Ameriprise increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.44% in Q2 2026, buying an estimated $71.5K and bringing the position to 419,458 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Ameriprise first reported a position in DES in Q2 2013 and has held it in 53 quarters since. The position peaked at $28.4M in Q4 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Ameriprise held 419,458 shares of WisdomTree US SmallCap Dividend Fund worth $17.1M as of Q2 2026.
  • Ameriprise bought 1,856 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $71.5K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1653 holding.
  • Ameriprise first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • Ameriprise's WisdomTree US SmallCap Dividend Fund position peaked at $28.4M in Q4 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.