CCA
DES icon

Clearwater Capital Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Clearwater Capital Advisors’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 		$912K Sell
22,417
-540
-2% -$20.8K 0.07% 86
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

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

Clearwater Capital Advisors's DES Position: Q2 2026 in Review

Clearwater Capital Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.4% in Q2 2026, selling an estimated $20.8K and leaving 22,417 shares worth $912K. The position accounts for 0.07% of the portfolio, ranked #86.

Clearwater Capital Advisors first reported a position in DES in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.61M in Q2 2018. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Clearwater Capital Advisors held 22,417 shares of WisdomTree US SmallCap Dividend Fund worth $912K as of Q2 2026.
  • Clearwater Capital Advisors sold 540 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $20.8K.
  • WisdomTree US SmallCap Dividend Fund made up 0.07% of Clearwater Capital Advisors's portfolio in Q2 2026, its #86 holding.
  • Clearwater Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2016 and has held it in 41 quarters since.
  • Clearwater Capital Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $6.61M in Q2 2018.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.