AC
DES icon

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

Anson 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
Q3 		$520K Buy
13,731
+1,333
+11% +$53.7K 0.34% 50
2026
Q2 		$504K Buy
12,398
+1,080
+10% +$41.6K 0.33% 57
2026
Q1 		$407K Buy
11,318
+320
+3% +$11.5K 0.28% 63
2025
Q4 		$368K Buy
10,998
+3,210
+41% +$107K 0.27% 64
2025
Q3 		$262K Buy
7,788
+431
+6% +$14.3K 0.2% 68
2025
Q2 		$234K Buy
7,357
+412
+6% +$12.7K 0.19% 68
2025
Q1 		$222K Buy
6,945
+266
+4% +$8.95K 0.19% 70
2024
Q4 		$229K Sell
6,679
-44
-0.7% -$1.56K 0.2% 64
2024
Q3 		$232K Sell
6,723
-18
-0.3% -$598 0.21% 62
2024
Q2 		$210K Buy
6,741
+417
+7% +$13.1K 0.21% 64
2024
Q1 		$207K Buy
6,324
+81
+1% +$2.53K 0.3% 58
2023
Q4 		$201K Buy
+6,243
New +$181K 0.33% 56

Other funds holding DES

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Anson Capital's DES Position: Q3 2026 in Review

Anson Capital increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 11% in Q3 2026, buying an estimated $53.7K and bringing the position to 13,731 shares worth $520K. The position accounts for 0.34% of the portfolio, ranked #50.

Anson Capital first reported a position in DES in Q4 2023 and has held it in 12 quarters since. 289 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Anson Capital held 13,731 shares of WisdomTree US SmallCap Dividend Fund worth $520K as of Q3 2026.
  • Anson Capital bought 1,333 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $53.7K.
  • WisdomTree US SmallCap Dividend Fund made up 0.34% of Anson Capital's portfolio in Q3 2026, its #50 holding.
  • Anson Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
  • 289 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.