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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Anson Capital's DES Position: Q1 2026 in Review

Anson Capital increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.9% in Q1 2026, buying an estimated $11.5K and bringing the position to 11,318 shares worth $407K. The position accounts for 0.28% of the portfolio, ranked #63.

Anson Capital first reported a position in DES in Q4 2023 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Anson Capital held 11,318 shares of WisdomTree US SmallCap Dividend Fund worth $407K as of Q1 2026.
Anson Capital bought 320 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $11.5K.
WisdomTree US SmallCap Dividend Fund made up 0.28% of Anson Capital's portfolio in Q1 2026, its #63 holding.
Anson Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.