Croban’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Croban’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	$5.27M	Buy	129,615 +2,641	+2%	+$102K	2.32%	16
2026 Q1	$4.56M	Buy	126,974 +5,010	+4%	+$181K	2.15%	19
2025 Q4	$4.08M	Buy	121,964 +3,295	+3%	+$110K	1.97%	20
2025 Q3	$4M	Sell	118,669 -21	-0%	-$698	2.66%	8
2025 Q2	$3.77M	Sell	118,690 -149	-0.1%	-$4.59K	3.22%	3
2025 Q1	$3.8M	Sell	118,839 -381	-0.3%	-$12.8K	3.5%	3
2024 Q4	$4.09M	Buy	+119,220	New	+$4.22M	4.02%	3
2023 Q4	$4.09M	Buy	+119,220	New	+$3.46M	4.05%	3

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Croban's DES Position: Q2 2026 in Review

Croban increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.1% in Q2 2026, buying an estimated $102K and bringing the position to 129,615 shares worth $5.27M. The position accounts for 2.32% of the portfolio, ranked #16.

Croban first reported a position in DES in Q4 2023 and has held it in 8 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Croban held 129,615 shares of WisdomTree US SmallCap Dividend Fund worth $5.27M as of Q2 2026.
Croban bought 2,641 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $102K.
WisdomTree US SmallCap Dividend Fund made up 2.32% of Croban's portfolio in Q2 2026, its #16 holding.
Croban first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 8 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Croban's 13F filing for Q2 2026, filed 3 Aug 2026.