Clearwater Capital Advisors’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
Q1 | $825K | Sell |
22,957
-45
| -0.2% | -$1.62K | 0.07% | 85 |
|
|
2025
Q4 | $769K | Sell |
23,002
-48
| -0.2% | -$1.6K | 0.06% | 90 |
|
|
2025
Q3 | $776K | Sell |
23,050
-94
| -0.4% | -$3.12K | 0.07% | 93 |
|
|
2025
Q2 | $735K | Sell |
23,144
-35
| -0.2% | -$1.08K | 0.07% | 90 |
|
|
2025
Q1 | $741K | Sell |
23,179
-10
| -0% | -$336 | 0.07% | 89 |
|
|
2024
Q4 | $797K | Sell |
23,189
-33
| -0.1% | -$1.17K | 0.08% | 85 |
|
|
2024
Q3 | $801K | Sell |
23,222
-30
| -0.1% | -$997 | 0.08% | 86 |
|
|
2024
Q2 | $724K | Buy |
23,252
+860
| +4% | +$27K | 0.08% | 80 |
|
|
2024
Q1 | $732K | Sell |
22,392
-52
| -0.2% | -$1.63K | 0.08% | 80 |
|
|
2023
Q4 | $722K | Buy |
22,444
+1,254
| +6% | +$36.4K | 0.08% | 77 |
|
|
2023
Q3 | $598K | Sell |
21,190
-1,323
| -6% | -$38.8K | 0.07% | 75 |
|
|
2023
Q2 | $648K | Sell |
22,513
-14
| -0.1% | -$390 | 0.08% | 78 |
|
|
2023
Q1 | $643K | Sell |
22,527
-4,354
| -16% | -$130K | 0.08% | 79 |
|
|
2022
Q4 | $764K | Sell |
26,881
-300
| -1% | -$8.62K | 0.1% | 78 |
|
|
2022
Q3 | $700K | Sell |
27,181
-101
| -0.4% | -$2.93K | 0.1% | 83 |
|
|
2022
Q2 | $770K | Sell |
27,282
-450
| -2% | -$13.5K | 0.11% | 76 |
|
|
2022
Q1 | $884K | Sell |
27,732
-860
| -3% | -$27.5K | 0.1% | 79 |
|
|
2021
Q4 | $940K | Sell |
28,592
-326
| -1% | -$10.5K | 0.1% | 82 |
|
|
2021
Q3 | $892K | Sell |
28,918
-1,101
| -4% | -$34.6K | 0.1% | 84 |
|
|
2021
Q2 | $957K | Sell |
30,019
-51
| -0.2% | -$1.65K | 0.11% | 80 |
|
|
2021
Q1 | $937K | Sell |
30,070
-5,734
| -16% | -$169K | 0.12% | 79 |
|
|
2020
Q4 | $952K | Sell |
35,804
-90
| -0.3% | -$2.18K | 0.13% | 77 |
|
|
2020
Q3 | $757K | Sell |
35,894
-5,972
| -14% | -$130K | 0.12% | 79 |
|
|
2020
Q2 | $887K | Sell |
41,866
-20,815
| -33% | -$414K | 0.15% | 71 |
|
|
2020
Q1 | $1.13M | Sell |
62,681
-27,803
| -31% | -$688K | 0.24% | 62 |
|
|
2019
Q4 | $2.6M | Sell |
90,484
-17,295
| -16% | -$482K | 0.43% | 48 |
|
|
2019
Q3 | $2.95M | Sell |
107,779
-24,782
| -19% | -$661K | 0.52% | 47 |
|
|
2019
Q2 | $3.59M | Sell |
132,561
-23,921
| -15% | -$654K | 0.65% | 42 |
|
|
2019
Q1 | $4.31M | Sell |
156,482
-36,553
| -19% | -$999K | 0.81% | 34 |
|
|
2018
Q4 | $4.74M | Sell |
193,035
-26,262
| -12% | -$714K | 1.04% | 22 |
|
|
2018
Q3 | $6.51M | Sell |
219,297
-3,596
| -2% | -$108K | 1.27% | 18 |
|
|
2018
Q2 | $6.61M | Buy |
222,893
+5,045
| +2% | +$146K | 1.36% | 17 |
|
|
2018
Q1 | $5.97M | Buy |
217,848
+13,581
| +7% | +$383K | 1.23% | 20 |
|
|
2017
Q4 | $5.93M | Buy |
204,267
+4,452
| +2% | +$127K | 1.3% | 20 |
|
|
2017
Q3 | $5.64M | Buy |
199,815
+24,411
| +14% | +$652K | 1.31% | 20 |
|
|
2017
Q2 | $4.67M | Buy |
175,404
+21,006
| +14% | +$564K | 1.19% | 22 |
|
|
2017
Q1 | $4.06M | Buy |
154,398
+2,247
| +1% | +$60.9K | 1.11% | 25 |
|
|
2016
Q4 | $4.22M | Sell |
152,151
-2,379
| -2% | -$61.5K | 1.46% | 18 |
|
|
2016
Q3 | $3.82M | Buy |
154,530
+1,620
| +1% | +$40.2K | 1.33% | 21 |
|
|
2016
Q2 | $3.64M | Buy |
+152,910
| New | +$3.55M | 1.34% | 20 |
|
Other funds holding DES
Clearwater Capital Advisors's DES Position: Q1 2026 in Review
Clearwater Capital Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.2% in Q1 2026, selling an estimated $1.62K and leaving 22,957 shares worth $825K. The position accounts for 0.07% of the portfolio, ranked #85.
Clearwater Capital Advisors first reported a position in DES in Q2 2016 and has held it in 40 quarters since. The position peaked at $6.61M in Q2 2018. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.
- Clearwater Capital Advisors held 22,957 shares of WisdomTree US SmallCap Dividend Fund worth $825K as of Q1 2026.
- Clearwater Capital Advisors sold 45 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $1.62K.
- WisdomTree US SmallCap Dividend Fund made up 0.07% of Clearwater Capital Advisors's portfolio in Q1 2026, its #85 holding.
- Clearwater Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2016 and has held it in 40 quarters since.
- Clearwater Capital Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $6.61M in Q2 2018.
- 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.
Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.