Brown Brothers Harriman & Co’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Brown Brothers Harriman & Co’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	$814	Hold	20	–	–	﹤0.01%	1771
2026 Q1	$719	Hold	20	–	–	﹤0.01%	1749
2025 Q4	$669	Hold	20	–	–	﹤0.01%	1794
2025 Q3	$674	Hold	20	–	–	﹤0.01%	1643
2025 Q2	$635	Sell	20 -115	-85%	-$3.54K	﹤0.01%	1504
2025 Q1	$4.32K	Hold	135	–	–	﹤0.01%	1184
2024 Q4	$4.64K	Sell	135 -1,130	-89%	-$40K	﹤0.01%	1241
2024 Q3	$43.6K	Hold	1,265	–	–	﹤0.01%	827
2024 Q2	$39.4K	Sell	1,265 -3,563	-74%	-$112K	﹤0.01%	806
2024 Q1	$158K	Hold	4,828	–	–	﹤0.01%	559
2023 Q4	$155K	Hold	4,828	–	–	﹤0.01%	542
2023 Q3	$136K	Hold	4,828	–	–	﹤0.01%	543
2023 Q2	$139K	Hold	4,828	–	–	﹤0.01%	533
2023 Q1	$138K	Hold	4,828	–	–	﹤0.01%	547
2022 Q4	$137K	Hold	4,828	–	–	﹤0.01%	535
2022 Q3	$124K	Buy	+4,828	New	+$140K	﹤0.01%	554

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

Brown Brothers Harriman & Co's DES Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 20 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Brown Brothers Harriman & Co first reported a position in DES in Q3 2022 and has held it in 16 quarters since. The position peaked at $158K in Q1 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Brown Brothers Harriman & Co held 20 shares of WisdomTree US SmallCap Dividend Fund worth $814 as of Q2 2026.
Brown Brothers Harriman & Co left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1771 holding.
Brown Brothers Harriman & Co first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and has held it in 16 quarters since.
Brown Brothers Harriman & Co's WisdomTree US SmallCap Dividend Fund position peaked at $158K in Q1 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.