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Dunhill Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Dunhill Financial’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 		$5.68K Hold
158
– – ﹤0.01% 618
2025
Q4 		$5.29K Hold
158
– – ﹤0.01% 588
2025
Q3 		$5.32K Buy
+158
New +$5.25K ﹤0.01% 559

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Dunhill Financial's DES Position: Q1 2026 in Review

Dunhill Financial held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 158 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Dunhill Financial first reported a position in DES in Q3 2025 and has held it in 3 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Dunhill Financial held 158 shares of WisdomTree US SmallCap Dividend Fund worth $5.68K as of Q1 2026.
  • Dunhill Financial left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #618 holding.
  • Dunhill Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.