Diversified Enterprises’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Diversified Enterprises’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 Q1	$434K	Sell	12,063 -13	-0.1%	-$469	0.02%	263
2025 Q4	$404K	Sell	12,076 -242	-2%	-$8.08K	0.02%	246
2025 Q3	$415K	Sell	12,318 -139	-1%	-$4.62K	0.03%	185
2025 Q2	$396K	Sell	12,457 -743	-6%	-$22.9K	0.03%	188
2025 Q1	$422K	Buy	13,200 +51	+0.4%	+$1.72K	0.04%	176
2024 Q4	$452K	Buy	13,149 +2,490	+23%	+$88.1K	0.04%	142
2024 Q3	$368K	Buy	+10,659	New	+$354K	0.04%	155

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Diversified Enterprises's DES Position: Q1 2026 in Review

Diversified Enterprises reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.11% in Q1 2026, selling an estimated $469 and leaving 12,063 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #263.

Diversified Enterprises first reported a position in DES in Q3 2024 and has held it in 7 quarters since. The position peaked at $452K in Q4 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Diversified Enterprises held 12,063 shares of WisdomTree US SmallCap Dividend Fund worth $434K as of Q1 2026.
Diversified Enterprises sold 13 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $469.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #263 holding.
Diversified Enterprises first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
Diversified Enterprises's WisdomTree US SmallCap Dividend Fund position peaked at $452K in Q4 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.