Corient Private Wealth
DES icon

Corient Private Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Corient Private Wealth’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 		$2.91M Buy
71,481
+1,340
+2% +$51.6K ﹤0.01% 1146
2026
Q1 		$2.49M Sell
70,141
-70,801
-50% -$2.55M ﹤0.01% 1150
2025
Q4 		$4.72M Sell
140,942
-215,646
-60% -$7.2M ﹤0.01% 1071
2025
Q3 		$12M Sell
356,588
-803
-0.2% -$26.7K 0.02% 489
2025
Q2 		$11.4M Buy
357,391
+18,063
+5% +$556K 0.02% 499
2025
Q1 		$10.8M Buy
339,328
+84
+0% +$2.83K 0.02% 503
2024
Q4 		$11.7M Sell
339,244
-2,357
-0.7% -$83.4K 0.02% 479
2024
Q3 		$11.8M Buy
341,601
+494
+0.1% +$16.4K 0.02% 520
2024
Q2 		$10.6M Sell
341,107
-1,283
-0.4% -$40.3K 0.02% 515
2024
Q1 		$11.2M Buy
342,390
+880
+0.3% +$27.5K 0.02% 500
2023
Q4 		$11M Buy
341,510
+2,650
+0.8% +$77K 0.02% 497
2023
Q3 		$9.56M Buy
338,860
+57,166
+20% +$1.68M 0.02% 489
2023
Q2 		$8.11M Buy
281,694
+7,878
+3% +$220K 0.02% 508
2023
Q1 		$7.82M Buy
273,816
+17,331
+7% +$519K 0.02% 475
2022
Q4 		$7.29M Buy
+256,485
New +$7.37M 0.03% 419

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 29.2% 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

Corient Private Wealth's DES Position: Q2 2026 in Review

Corient Private Wealth increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.9% in Q2 2026, buying an estimated $51.6K and bringing the position to 71,481 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Corient Private Wealth first reported a position in DES in Q4 2022 and has held it in 15 quarters since. The position peaked at $12M in Q3 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Corient Private Wealth held 71,481 shares of WisdomTree US SmallCap Dividend Fund worth $2.91M as of Q2 2026.
  • Corient Private Wealth bought 1,340 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $51.6K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1146 holding.
  • Corient Private Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's WisdomTree US SmallCap Dividend Fund position peaked at $12M in Q3 2025.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.