CPIG
DES icon

Chicago Partners Investment Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Chicago Partners Investment 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
Q1 		$457K Sell
11,954
-2,016
-14% -$72.7K 0.01% 947
2025
Q4 		$497K Sell
13,970
-106
-0.8% -$3.54K 0.01% 770
2025
Q3 		$471K Sell
14,076
-255
-2% -$8.47K 0.01% 737
2025
Q2 		$477K Sell
14,331
-1,017
-7% -$31.3K 0.01% 624
2025
Q1 		$465K Sell
15,348
-415
-3% -$14K 0.02% 548
2024
Q4 		$533K Sell
15,763
-1,109
-7% -$39.2K 0.02% 486
2024
Q3 		$577K Sell
16,872
-242
-1% -$8.04K 0.02% 452
2024
Q2 		$596K Sell
17,114
-228
-1% -$7.16K 0.02% 425
2024
Q1 		$548K Sell
17,342
-1,909
-10% -$59.7K 0.02% 422
2023
Q4 		$598K Sell
19,251
-4,227
-18% -$123K 0.03% 387
2023
Q3 		$629K Sell
23,478
-154
-0.7% -$4.52K 0.03% 354
2023
Q2 		$717K Buy
23,632
+122
+0.5% +$3.4K 0.04% 338
2023
Q1 		$661K Sell
23,510
-1,770
-7% -$53K 0.04% 328
2022
Q4 		$804K Buy
25,280
+734
+3% +$21.1K 0.05% 294
2022
Q3 		$718K Sell
24,546
-875
-3% -$25.4K 0.05% 279
2022
Q2 		$771K Buy
25,421
+304
+1% +$9.12K 0.06% 264
2022
Q1 		$743K Buy
25,117
+323
+1% +$10.3K 0.06% 243
2021
Q4 		$779K Buy
24,794
+7,098
+40% +$230K 0.06% 264
2021
Q3 		$598K Sell
17,696
-1,730
-9% -$54.3K 0.04% 303
2021
Q2 		$607K Sell
19,426
-13
-0.1% -$420 0.05% 294
2021
Q1 		$624K Sell
19,439
-444
-2% -$13.1K 0.05% 270
2020
Q4 		$562K Buy
19,883
+360
+2% +$8.73K 0.05% 249
2020
Q3 		$442K Sell
19,523
-24,459
-56% -$533K 0.05% 258
2020
Q2 		$949K Sell
43,982
-1,636
-4% -$32.5K 0.12% 137
2020
Q1 		$859K Sell
45,618
-12,848
-22% -$318K 0.13% 127
2019
Q4 		$1.69M Buy
58,466
+1,762
+3% +$49.1K 0.21% 82
2019
Q3 		$1.57M Buy
56,704
+3,449
+6% +$92K 0.22% 83
2019
Q2 		$1.42M Sell
53,255
-936
-2% -$25.6K 0.2% 91
2019
Q1 		$1.53M Buy
54,191
+1,360
+3% +$37.2K 0.23% 83
2018
Q4 		$1.4M Buy
52,831
+22,240
+73% +$605K 0.21% 88
2018
Q3 		$824K Buy
30,591
+10,981
+56% +$330K 0.12% 135
2018
Q2 		$581K Buy
19,610
+544
+3% +$15.7K 0.09% 159
2018
Q1 		$522K Buy
19,066
+456
+2% +$12.9K 0.09% 150
2017
Q4 		$541K Buy
18,610
+2,710
+17% +$77.2K 0.09% 153
2017
Q3 		$445K Buy
15,900
+7,038
+79% +$188K 0.08% 171
2017
Q2 		$239K Buy
8,862
+3,162
+55% +$84.9K 0.06% 174
2017
Q1 		$153K Buy
5,700
+3,000
+111% +$81.3K 0.04% 215
2016
Q4 		$74K Buy
2,700
+381
+16% +$9.85K 0.03% 256
2016
Q3 		$58K Hold
2,319
– – 0.02% 282
2016
Q2 		$55K Hold
2,319
– – 0.03% 242
2016
Q1 		$53K Hold
2,319
– – 0.03% 223
2015
Q4 		$50K Hold
2,319
– – 0.02% 283
2015
Q3 		$49K Sell
2,319
-2,358
-50% -$52.6K 0.03% 225
2015
Q2 		$110K Buy
4,677
+2,319
+98% +$55.2K 0.05% 184
2015
Q1 		$56K Buy
2,358
+39
+2% +$918 0.02% 211
2014
Q4 		$55K Buy
+2,319
New +$53.1K 0.02% 215

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Chicago Partners Investment Group's DES Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 14% in Q1 2026, selling an estimated $72.7K and leaving 11,954 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #947.

Chicago Partners Investment Group first reported a position in DES in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.69M in Q4 2019. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Chicago Partners Investment Group held 11,954 shares of WisdomTree US SmallCap Dividend Fund worth $457K as of Q1 2026.
  • Chicago Partners Investment Group sold 2,016 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $72.7K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #947 holding.
  • Chicago Partners Investment Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2014 and has held it in 46 quarters since.
  • Chicago Partners Investment Group's WisdomTree US SmallCap Dividend Fund position peaked at $1.69M in Q4 2019.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.