EWM
DES icon

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

Empirical Wealth 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 		$5.22M Sell
128,207
-3,930
-3% -$151K 0.08% 156
2026
Q1 		$4.75M Buy
132,137
+3,445
+3% +$124K 0.08% 155
2025
Q4 		$4.3M Buy
128,692
+2,726
+2% +$91.1K 0.08% 157
2025
Q3 		$4.24M Buy
125,966
+5,383
+4% +$179K 0.08% 153
2025
Q2 		$3.83M Sell
120,583
-14,415
-11% -$444K 0.09% 149
2025
Q1 		$4.31M Sell
134,998
-4,402
-3% -$148K 0.11% 136
2024
Q4 		$4.79M Buy
139,400
+7,404
+6% +$262K 0.13% 121
2024
Q3 		$4.55M Sell
131,996
-3,066
-2% -$102K 0.13% 123
2024
Q2 		$4.21M Sell
135,062
-1,675
-1% -$52.6K 0.12% 122
2024
Q1 		$4.47M Buy
136,737
+317
+0.2% +$9.92K 0.13% 117
2023
Q4 		$4.39M Buy
136,420
+8,774
+7% +$255K 0.15% 111
2023
Q3 		$3.6M Buy
127,646
+2,506
+2% +$73.6K 0.14% 112
2023
Q2 		$3.6M Buy
125,140
+3,825
+3% +$107K 0.15% 114
2023
Q1 		$3.46M Buy
121,315
+3,786
+3% +$113K 0.15% 106
2022
Q4 		$3.34M Buy
117,529
+3,403
+3% +$97.7K 0.16% 102
2022
Q3 		$2.94M Buy
114,126
+10,164
+10% +$295K 0.15% 99
2022
Q2 		$2.93M Sell
103,962
-1,937
-2% -$58.1K 0.15% 100
2022
Q1 		$3.38M Sell
105,899
-257
-0.2% -$8.21K 0.17% 95
2021
Q4 		$3.49M Sell
106,156
-1,085
-1% -$35.1K 0.17% 91
2021
Q3 		$3.31M Buy
107,241
+4,556
+4% +$143K 0.19% 84
2021
Q2 		$3.27M Buy
102,685
+12,875
+14% +$416K 0.2% 82
2021
Q1 		$2.8M Buy
89,810
+5,072
+6% +$150K 0.22% 75
2020
Q4 		$2.25M Sell
84,738
-1,805
-2% -$43.8K 0.17% 83
2020
Q3 		$1.82M Buy
86,543
+708
+0.8% +$15.4K 0.16% 92
2020
Q2 		$1.82M Buy
85,835
+9,149
+12% +$182K 0.17% 87
2020
Q1 		$1.38M Sell
76,686
-10,497
-12% -$260K 0.15% 92
2019
Q4 		$2.5M Buy
87,183
+6,163
+8% +$172K 0.27% 54
2019
Q3 		$2.22M Buy
81,020
+8,603
+12% +$229K 0.27% 60
2019
Q2 		$1.96M Buy
72,417
+12,666
+21% +$346K 0.26% 65
2019
Q1 		$1.65M Buy
59,751
+9,617
+19% +$263K 0.24% 61
2018
Q4 		$1.23M Sell
50,134
-6,430
-11% -$175K 0.21% 63
2018
Q3 		$1.68M Buy
56,564
+2,514
+5% +$75.7K 0.3% 45
2018
Q2 		$1.6M Buy
54,050
+1,400
+3% +$40.4K 0.3% 48
2018
Q1 		$1.44M Sell
52,650
-1,578
-3% -$44.5K 0.29% 49
2017
Q4 		$1.57M Buy
54,228
+3,999
+8% +$114K 0.34% 41
2017
Q3 		$1.41M Buy
50,229
+3,918
+8% +$105K 0.32% 41
2017
Q2 		$1.24M Buy
46,311
+5,172
+13% +$139K 0.3% 44
2017
Q1 		$1.11M Buy
41,139
+2,091
+5% +$56.7K 0.28% 45
2016
Q4 		$1.08M Buy
39,048
+10,926
+39% +$282K 0.26% 46
2016
Q3 		$705K Buy
28,122
+7,389
+36% +$183K 0.18% 57
2016
Q2 		$495K Buy
20,733
+2,295
+12% +$53.2K 0.13% 67
2016
Q1 		$422K Sell
18,438
-2,742
-13% -$57.2K 0.1% 75
2015
Q4 		$458K Buy
21,180
+423
+2% +$9.37K 0.11% 75
2015
Q3 		$436K Buy
20,757
+3,123
+18% +$69.7K 0.1% 79
2015
Q2 		$414K Buy
17,634
+186
+1% +$4.42K 0.1% 83
2015
Q1 		$419K Sell
17,448
-1,098
-6% -$25.8K 0.1% 73
2014
Q4 		$438K Buy
18,546
+12
+0.1% +$275 0.11% 71
2014
Q3 		$401K Sell
18,534
-1,338
-7% -$30.4K 0.1% 73
2014
Q2 		$464K Sell
19,872
-105
-0.5% -$2.38K 0.12% 70
2014
Q1 		$455K Buy
19,977
+1,221
+7% +$27.1K 0.12% 69
2013
Q4 		$424K Sell
18,756
-5,706
-23% -$124K 0.12% 69
2013
Q3 		$511K Buy
24,462
+1,173
+5% +$24.1K 0.16% 59
2013
Q2 		$453K Buy
+23,289
New +$447K 0.15% 58

Other funds holding DES

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Empirical Wealth Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 3% in Q2 2026, selling an estimated $151K and leaving 128,207 shares worth $5.22M. The position accounts for 0.08% of the portfolio, ranked #156.

Empirical Wealth Management first reported a position in DES in Q2 2013 and has held it in 53 quarters since. 144 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Empirical Wealth Management held 128,207 shares of WisdomTree US SmallCap Dividend Fund worth $5.22M as of Q2 2026.
  • Empirical Wealth Management sold 3,930 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $151K.
  • WisdomTree US SmallCap Dividend Fund made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Empirical Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • 144 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.