Bartlett & Co Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bartlett & Co Wealth Management’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	$1.79K	Hold	44	–	–	﹤0.01%	1177
2026 Q1	$1.68K	Hold	44	–	–	﹤0.01%	1118
2025 Q4	$1.47K	Hold	44	–	–	﹤0.01%	1135
2025 Q3	$1.48K	Hold	44	–	–	﹤0.01%	1112
2025 Q2	$1.4K	Hold	44	–	–	﹤0.01%	1124
2025 Q1	$1.41K	Hold	44	–	–	﹤0.01%	1090
2024 Q4	$1.51K	Hold	44	–	–	﹤0.01%	1053
2024 Q3	$1.52K	Hold	44	–	–	﹤0.01%	1058
2024 Q2	$1.37K	Hold	44	–	–	﹤0.01%	1076
2024 Q1	$1.44K	Hold	44	–	–	﹤0.01%	1054
2023 Q4	$1.43K	Hold	44	–	–	﹤0.01%	1173
2023 Q3	$1.24K	Hold	44	–	–	﹤0.01%	1101
2023 Q2	$1.27K	Hold	44	–	–	﹤0.01%	1092
2023 Q1	$1.26K	Hold	44	–	–	﹤0.01%	1005
2022 Q4	$1.25K	Hold	44	–	–	﹤0.01%	1038
2022 Q3	$1.13K	Hold	44	–	–	﹤0.01%	1104
2022 Q2	$1.24K	Hold	44	–	–	﹤0.01%	1225
2022 Q1	$1.4K	Buy	+44	New	+$1.41K	﹤0.01%	1014

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bartlett & Co Wealth Management's DES Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 44 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Bartlett & Co Wealth Management first reported a position in DES in Q1 2022 and has held it in 18 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Bartlett & Co Wealth Management held 44 shares of WisdomTree US SmallCap Dividend Fund worth $1.79K as of Q2 2026.
Bartlett & Co Wealth Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1177 holding.
Bartlett & Co Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.