Benjamin Edwards Inc’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Benjamin Edwards Inc’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	$218K	Buy	+5,362	New	+$207K	﹤0.01%	1347
2024 Q1	–	Sell	-2,733	Closed	-$88K	–	719
2023 Q4	$88K	Buy	2,733 +111	+4%	+$3.22K	0.02%	432
2023 Q3	$74K	Buy	2,622 +167	+7%	+$4.9K	0.02%	420
2023 Q2	$71K	Buy	2,455 +122	+5%	+$3.4K	0.02%	429
2023 Q1	$67K	Buy	2,333 +44	+2%	+$1.32K	0.02%	423
2022 Q4	$65K	Buy	2,289 +86	+4%	+$2.47K	0.02%	400
2022 Q3	$57K	Sell	2,203 -8	-0.4%	-$232	0.02%	408
2022 Q2	$62K	Sell	2,211 -63	-3%	-$1.89K	0.02%	408
2022 Q1	$72K	Buy	+2,274	New	+$72.6K	0.02%	417

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 29.18% 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

Benjamin Edwards Inc's DES Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 5,362 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1347 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in DES as recently as Q4 2023.

Benjamin Edwards Inc first reported a position in DES in Q1 2022 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Benjamin Edwards Inc held 5,362 shares of WisdomTree US SmallCap Dividend Fund worth $218K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new Benjamin Edwards Inc position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1347 holding.
Benjamin Edwards Inc first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.