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 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 $1.66T 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

Empirical Asset Management's DES Position: Q1 2026 in Review

Empirical Asset Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.63% in Q1 2026, buying an estimated $3.64K and bringing the position to 16,216 shares worth $583K. The position accounts for 0.15% of the portfolio, ranked #188.

Empirical Asset Management first reported a position in DES in Q2 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Empirical Asset Management held 16,216 shares of WisdomTree US SmallCap Dividend Fund worth $583K as of Q1 2026.
Empirical Asset Management bought 101 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $3.64K.
WisdomTree US SmallCap Dividend Fund made up 0.15% of Empirical Asset Management's portfolio in Q1 2026, its #188 holding.
Empirical Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.