Baird Financial Group
DES icon

Baird Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Baird Financial Group’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 		$6.07M Sell
149,198
-64
-0% -$2.47K 0.01% 736
2026
Q1 		$5.36M Buy
149,262
+115
+0.1% +$4.15K 0.01% 725
2025
Q4 		$4.99M Buy
149,147
+3,675
+3% +$123K 0.01% 737
2025
Q3 		$4.9M Sell
145,472
-6,943
-5% -$231K 0.01% 743
2025
Q2 		$4.84M Sell
152,415
-17,108
-10% -$527K 0.01% 730
2025
Q1 		$5.42M Buy
169,523
+6,588
+4% +$222K 0.01% 660
2024
Q4 		$5.6M Sell
162,935
-4,287
-3% -$152K 0.01% 651
2024
Q3 		$5.77M Sell
167,222
-86,643
-34% -$2.88M 0.01% 635
2024
Q2 		$7.91M Sell
253,865
-3,956
-2% -$124K 0.02% 548
2024
Q1 		$8.43M Buy
257,821
+5,039
+2% +$158K 0.02% 520
2023
Q4 		$8.13M Buy
252,782
+15,376
+6% +$447K 0.02% 515
2023
Q3 		$6.69M Sell
237,406
-347,214
-59% -$10.2M 0.02% 539
2023
Q2 		$16.8M Buy
584,620
+19,782
+4% +$551K 0.04% 334
2023
Q1 		$16.1M Buy
564,838
+51,260
+10% +$1.53M 0.04% 337
2022
Q4 		$14.6M Buy
513,578
+81,894
+19% +$2.35M 0.04% 356
2022
Q3 		$11.1M Buy
431,684
+34,852
+9% +$1.01M 0.03% 399
2022
Q2 		$11.2M Buy
396,832
+269,015
+210% +$8.07M 0.03% 411
2022
Q1 		$4.07M Buy
127,817
+2,153
+2% +$68.8K 0.01% 667
2021
Q4 		$4.13M Buy
125,664
+1,179
+0.9% +$38.1K 0.01% 669
2021
Q3 		$3.84M Buy
124,485
+2,342
+2% +$73.5K 0.01% 693
2021
Q2 		$3.9M Sell
122,143
-8,492
-7% -$275K 0.01% 686
2021
Q1 		$4.07M Sell
130,635
-12,675
-9% -$374K 0.01% 639
2020
Q4 		$3.81M Sell
143,310
-21,991
-13% -$534K 0.01% 622
2020
Q3 		$3.48M Sell
165,301
-178,479
-52% -$3.89M 0.01% 591
2020
Q2 		$7.28M Buy
343,780
+23,701
+7% +$471K 0.03% 399
2020
Q1 		$5.77M Sell
320,079
-9,676
-3% -$239K 0.03% 422
2019
Q4 		$9.46M Buy
329,755
+12,760
+4% +$356K 0.03% 383
2019
Q3 		$8.68M Sell
316,995
-22,351
-7% -$596K 0.03% 377
2019
Q2 		$9.2M Buy
339,346
+49,506
+17% +$1.35M 0.04% 376
2019
Q1 		$7.98M Sell
289,840
-5,366
-2% -$147K 0.05% 358
2018
Q4 		$7.24M Buy
295,206
+46,276
+19% +$1.26M 0.05% 351
2018
Q3 		$7.32M Buy
248,930
+18,215
+8% +$548K 0.05% 369
2018
Q2 		$6.84M Buy
230,715
+15,728
+7% +$454K 0.05% 361
2018
Q1 		$5.89M Sell
214,987
-25,279
-11% -$713K 0.04% 390
2017
Q4 		$6.98M Sell
240,266
-3,925
-2% -$112K 0.05% 354
2017
Q3 		$6.84M Buy
244,191
+16,023
+7% +$428K 0.05% 354
2017
Q2 		$6.12M Buy
228,168
+10,791
+5% +$290K 0.05% 361
2017
Q1 		$5.84M Buy
217,377
+117,003
+117% +$3.17M 0.05% 361
2016
Q4 		$2.77M Buy
100,374
+3,225
+3% +$83.3K 0.02% 497
2016
Q3 		$2.44M Buy
97,149
+39,312
+68% +$976K 0.02% 515
2016
Q2 		$1.38M Buy
57,837
+6,981
+14% +$162K 0.01% 647
2016
Q1 		$1.17M Buy
50,856
+10,053
+25% +$210K 0.01% 677
2015
Q4 		$883K Buy
40,803
+7,824
+24% +$173K 0.01% 738
2015
Q3 		$693K Sell
32,979
-31,638
-49% -$706K 0.01% 822
2015
Q2 		$1.52M Buy
+64,617
New +$1.54M 0.01% 624

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 29.2% 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

Baird Financial Group's DES Position: Q2 2026 in Review

Baird Financial Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.04% in Q2 2026, selling an estimated $2.47K and leaving 149,198 shares worth $6.07M. The position accounts for 0.01% of the portfolio, ranked #736.

Baird Financial Group first reported a position in DES in Q2 2015 and has held it in 45 quarters since. The position peaked at $16.8M in Q2 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Baird Financial Group held 149,198 shares of WisdomTree US SmallCap Dividend Fund worth $6.07M as of Q2 2026.
  • Baird Financial Group sold 64 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $2.47K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #736 holding.
  • Baird Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2015 and has held it in 45 quarters since.
  • Baird Financial Group's WisdomTree US SmallCap Dividend Fund position peaked at $16.8M in Q2 2023.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.