Empirical Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Empirical Asset Management’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	$662K	Buy	16,274 +58	+0.4%	+$2.23K	0.15%	176
2026 Q1	$583K	Buy	16,216 +101	+0.6%	+$3.64K	0.15%	188
2025 Q4	$539K	Sell	16,115 -30	-0.2%	-$1K	0.15%	188
2025 Q3	$544K	Sell	16,145 -12	-0.1%	-$399	0.15%	212
2025 Q2	$513K	Buy	16,157 +100	+0.6%	+$3.08K	0.16%	200
2025 Q1	$513K	Buy	16,057 +4,404	+38%	+$148K	0.17%	178
2024 Q4	$400K	Buy	11,653 +126	+1%	+$4.46K	0.13%	192
2024 Q3	$398K	Hold	11,527	–	–	0.14%	190
2024 Q2	$359K	Buy	+11,527	New	+$362K	0.14%	216

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

Empirical Asset Management's DES Position: Q2 2026 in Review

Empirical Asset Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.36% in Q2 2026, buying an estimated $2.23K and bringing the position to 16,274 shares worth $662K. The position accounts for 0.15% of the portfolio, ranked #176.

Empirical Asset Management first reported a position in DES in Q2 2024 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Empirical Asset Management held 16,274 shares of WisdomTree US SmallCap Dividend Fund worth $662K as of Q2 2026.
Empirical Asset Management bought 58 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $2.23K.
WisdomTree US SmallCap Dividend Fund made up 0.15% of Empirical Asset Management's portfolio in Q2 2026, its #176 holding.
Empirical Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.