Clearstead Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $854 | Hold |
21
| – | – | ﹤0.01% | 940 |
|
|
2026
Q1 | $755 | Hold |
21
| – | – | ﹤0.01% | 949 |
|
|
2025
Q4 | $702 | Hold |
21
| – | – | ﹤0.01% | 970 |
|
|
2025
Q3 | $707 | Hold |
21
| – | – | ﹤0.01% | 1311 |
|
|
2025
Q2 | $667 | Hold |
21
| – | – | ﹤0.01% | 1266 |
|
|
2025
Q1 | $671 | Hold |
21
| – | – | ﹤0.01% | 848 |
|
|
2024
Q4 | $721 | Hold |
21
| – | – | ﹤0.01% | 426 |
|
|
2024
Q3 | $724 | Hold |
21
| – | – | ﹤0.01% | 408 |
|
|
2024
Q2 | $654 | Hold |
21
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $686 | Hold |
21
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $676 | Hold |
21
| – | – | ﹤0.01% | 405 |
|
|
2023
Q3 | $592 | Hold |
21
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $600 | Hold |
21
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $600 | Hold |
21
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 359 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 182 |
|
|
2022
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 184 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 187 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 191 |
|
|
2021
Q2 | $1K | Buy |
+21
| New | +$679 | ﹤0.01% | 163 |
|
|
2021
Q1 | – | Sell |
-21
| Closed | -$1K | – | 122 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 177 |
|
|
2020
Q3 | $0 | Hold |
21
| – | – | ﹤0.01% | 160 |
|
|
2020
Q2 | $0 | Hold |
21
| – | – | ﹤0.01% | 162 |
|
|
2020
Q1 | $0 | Hold |
21
| – | – | ﹤0.01% | 179 |
|
|
2019
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 175 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 187 |
|
|
2019
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 183 |
|
|
2019
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 185 |
|
|
2018
Q4 | $1K | Buy |
+21
| New | +$571 | ﹤0.01% | 214 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$1K | – | 202 |
|
|
2018
Q2 | $1K | Buy |
+21
| New | +$606 | ﹤0.01% | 195 |
|
|
2018
Q1 | – | Sell |
-195
| Closed | -$6K | – | 140 |
|
|
2017
Q4 | $6K | Hold |
195
| – | – | ﹤0.01% | 186 |
|
|
2017
Q3 | $5K | Hold |
195
| – | – | ﹤0.01% | 204 |
|
|
2017
Q2 | $5K | Buy |
+195
| New | +$5.23K | ﹤0.01% | 219 |
|
Other funds holding DES
Clearstead Trust's DES Position: Q2 2026 in Review
Clearstead Trust held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 21 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #940.
Clearstead Trust first reported a position in DES in Q2 2017 and has held it in 34 quarters since. The position peaked at $6K in Q4 2017. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.
- Clearstead Trust held 21 shares of WisdomTree US SmallCap Dividend Fund worth $854 as of Q2 2026.
- Clearstead Trust left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
- WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #940 holding.
- Clearstead Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and has held it in 34 quarters since.
- Clearstead Trust's WisdomTree US SmallCap Dividend Fund position peaked at $6K in Q4 2017.
- 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.
Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.