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
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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Anson Capital's DES Position: Q2 2026 in Review

Anson Capital increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.5% in Q2 2026, buying an estimated $41.6K and bringing the position to 12,398 shares worth $504K. The position accounts for 0.33% of the portfolio, ranked #57.

Anson Capital first reported a position in DES in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Anson Capital held 12,398 shares of WisdomTree US SmallCap Dividend Fund worth $504K as of Q2 2026.
  • Anson Capital bought 1,080 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $41.6K.
  • WisdomTree US SmallCap Dividend Fund made up 0.33% of Anson Capital's portfolio in Q2 2026, its #57 holding.
  • Anson Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Anson Capital's 13F filing for Q2 2026, filed 29 Jul 2026.