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 Q3	$201K	Buy	5,316 +32	+0.6%	+$1.29K	0.01%	742
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

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

DBFM

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

CX Institutional's DES Position: Q3 2026 in Review

CX Institutional increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.61% in Q3 2026, buying an estimated $1.29K and bringing the position to 5,316 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #742.

CX Institutional first reported a position in DES in Q2 2022 and has held it in 6 quarters since. The position peaked at $521K in Q3 2025. 14 funds tracked by Wall St. Rank hold DES as of Q3 2026.

CX Institutional held 5,316 shares of WisdomTree US SmallCap Dividend Fund worth $201K as of Q3 2026.
CX Institutional bought 32 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $1.29K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #742 holding.
CX Institutional first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 6 quarters since.
CX Institutional's WisdomTree US SmallCap Dividend Fund position peaked at $521K in Q3 2025.
14 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.