CX Institutional’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

CX Institutional’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	$215K	Sell	5,284 -1,985	-27%	-$76.5K	0.01%	731
2026 Q1	$261K	Sell	7,269 -635	-8%	-$22.9K	0.01%	652
2025 Q4	$264K	Sell	7,904 -7,576	-49%	-$253K	0.01%	616
2025 Q3	$521K	Buy	+15,480	New	+$514K	0.02%	423
2022 Q3	–	Sell	-5,034	Closed	-$142K	–	613
2022 Q2	$142K	Buy	+5,034	New	+$151K	0.01%	490

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 29.2% 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

CX Institutional's DES Position: Q2 2026 in Review

CX Institutional reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 27% in Q2 2026, selling an estimated $76.5K and leaving 5,284 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #731.

CX Institutional first reported a position in DES in Q2 2022 and has held it in 5 quarters since. The position peaked at $521K in Q3 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

CX Institutional held 5,284 shares of WisdomTree US SmallCap Dividend Fund worth $215K as of Q2 2026.
CX Institutional sold 1,985 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $76.5K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of CX Institutional's portfolio in Q2 2026, its #731 holding.
CX Institutional first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 5 quarters since.
CX Institutional's WisdomTree US SmallCap Dividend Fund position peaked at $521K in Q3 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.