EH
DES icon

Equitable Holdings’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Equitable Holdings’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 		$551K Sell
13,542
-1,671
-11% -$64.4K ﹤0.01% 1268
2026
Q1 		$515K Buy
15,213
+1,324
+10% +$47.7K ﹤0.01% 1243
2025
Q4 		$465K Sell
13,889
-17
-0.1% -$568 ﹤0.01% 1140
2025
Q3 		$468K Buy
13,906
+1,102
+9% +$36.6K ﹤0.01% 1103
2025
Q2 		$407K Buy
12,804
+1,687
+15% +$52K ﹤0.01% 1074
2025
Q1 		$355K Sell
11,117
-1,168
-10% -$39.3K ﹤0.01% 1033
2024
Q4 		$422K Sell
12,285
-668
-5% -$23.6K ﹤0.01% 921
2024
Q3 		$447K Sell
12,953
-1,539
-11% -$51.2K ﹤0.01% 904
2024
Q2 		$451K Sell
14,492
-654
-4% -$20.5K ﹤0.01% 866
2024
Q1 		$495K Sell
15,146
-1,761
-10% -$55.1K 0.01% 808
2023
Q4 		$544K Buy
16,907
+3,023
+22% +$87.8K 0.01% 749
2023
Q3 		$392K Buy
13,884
+120
+0.9% +$3.52K 0.01% 796
2023
Q2 		$396K Buy
13,764
+1,378
+11% +$38.4K 0.01% 769
2023
Q1 		$354K Sell
12,386
-10,390
-46% -$311K 0.01% 748
2022
Q4 		$648K Sell
22,776
-6,970
-23% -$200K 0.01% 546
2022
Q3 		$766K Sell
29,746
-17,115
-37% -$496K 0.02% 454
2022
Q2 		$1.32M Buy
46,861
+19,454
+71% +$584K 0.03% 338
2022
Q1 		$873K Sell
27,407
-1,727
-6% -$55.1K 0.01% 440
2021
Q4 		$957K Buy
29,134
+278
+1% +$8.99K 0.02% 408
2021
Q3 		$890K Buy
28,856
+8,106
+39% +$254K 0.02% 409
2021
Q2 		$662K Buy
20,750
+2,646
+15% +$85.6K 0.01% 473
2021
Q1 		$564K Buy
18,104
+10,370
+134% +$306K 0.01% 479
2020
Q4 		$206K Buy
+7,734
New +$188K ﹤0.01% 644
2020
Q1 		– Sell
-7,230
Closed -$207K – 590
2019
Q4 		$207K Buy
+7,230
New +$202K 0.01% 568

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Equitable Holdings's DES Position: Q2 2026 in Review

Equitable Holdings reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 11% in Q2 2026, selling an estimated $64.4K and leaving 13,542 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Equitable Holdings first reported a position in DES in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.32M in Q2 2022. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Equitable Holdings held 13,542 shares of WisdomTree US SmallCap Dividend Fund worth $551K as of Q2 2026.
  • Equitable Holdings sold 1,671 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $64.4K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1268 holding.
  • Equitable Holdings first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 24 quarters since.
  • Equitable Holdings's WisdomTree US SmallCap Dividend Fund position peaked at $1.32M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.