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Chilton Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Chilton Capital 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 		$131K Buy
+3,220
New +$124K ﹤0.01% 261
2025
Q2 		– Sell
-1,610
Closed -$51.5K – 539
2025
Q1 		$51.5K Buy
+1,610
New +$54.1K ﹤0.01% 318

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 29.18% 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

Chilton Capital Management's DES Position: Q2 2026 in Review

Chilton Capital Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 3,220 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Chilton Capital Management previously reported a position in DES as recently as Q1 2025.

Chilton Capital Management first reported a position in DES in Q1 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Chilton Capital Management held 3,220 shares of WisdomTree US SmallCap Dividend Fund worth $131K as of Q2 2026.
  • WisdomTree US SmallCap Dividend Fund was a new Chilton Capital Management position in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #261 holding.
  • Chilton Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.