Evermay Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.4K | Hold |
1,597
| – | – | 0.01% | 312 |
|
|
2025
Q4 | $53.4K | Hold |
1,597
| – | – | 0.01% | 318 |
|
|
2025
Q3 | $53.8K | Hold |
1,597
| – | – | 0.01% | 323 |
|
|
2025
Q2 | $50.7K | Hold |
1,597
| – | – | 0.01% | 323 |
|
|
2025
Q1 | $51K | Hold |
1,597
| – | – | 0.01% | 320 |
|
|
2024
Q4 | $54.9K | Hold |
1,597
| – | – | 0.01% | 314 |
|
|
2024
Q3 | $55.1K | Sell |
1,597
-5
| -0.3% | -$166 | 0.01% | 329 |
|
|
2024
Q2 | $49.9K | Sell |
1,602
-988
| -38% | -$31K | 0.01% | 346 |
|
|
2024
Q1 | $84.6K | Hold |
2,590
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $83.3K | Hold |
2,590
| – | – | 0.02% | 273 |
|
|
2023
Q3 | $73K | Hold |
2,590
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $74.6K | Sell |
2,590
-1,500
| -37% | -$41.8K | 0.01% | 269 |
|
|
2023
Q1 | $117K | Hold |
4,090
| – | – | 0.02% | 220 |
|
|
2022
Q4 | $116K | Buy |
4,090
+5
| +0.1% | +$144 | 0.02% | 211 |
|
|
2022
Q3 | $105K | Hold |
4,085
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $115K | Hold |
4,085
| – | – | 0.02% | 206 |
|
|
2022
Q1 | $130K | Sell |
4,085
-565
| -12% | -$18K | 0.02% | 226 |
|
|
2021
Q4 | $153K | Hold |
4,650
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $143K | Hold |
4,650
| – | – | 0.03% | 191 |
|
|
2021
Q2 | $148K | Buy |
+4,650
| New | +$150K | 0.03% | 196 |
|
|
2018
Q4 | – | Sell |
-7,380
| Closed | -$219K | – | 136 |
|
|
2018
Q3 | $219K | Sell |
7,380
-1,650
| -18% | -$49.7K | 0.07% | 136 |
|
|
2018
Q2 | $268K | Sell |
9,030
-890
| -9% | -$25.7K | 0.09% | 111 |
|
|
2018
Q1 | $272K | Sell |
9,920
-520
| -5% | -$14.7K | 0.09% | 110 |
|
|
2017
Q4 | $303K | Sell |
10,440
-600
| -5% | -$17.1K | 0.11% | 102 |
|
|
2017
Q3 | $309K | Sell |
11,040
-360
| -3% | -$9.62K | 0.13% | 66 |
|
|
2017
Q2 | $306K | Hold |
11,400
| – | – | 0.14% | 62 |
|
|
2017
Q1 | $306K | Hold |
11,400
| – | – | 0.14% | 64 |
|
|
2016
Q4 | $314K | Hold |
11,400
| – | – | 0.15% | 52 |
|
|
2016
Q3 | $286K | Hold |
11,400
| – | – | 0.14% | 59 |
|
|
2016
Q2 | $272K | Sell |
11,400
-1,275
| -10% | -$29.6K | 0.14% | 59 |
|
|
2016
Q1 | $290K | Hold |
12,675
| – | – | 0.16% | 54 |
|
|
2015
Q4 | $274K | Sell |
12,675
-2,190
| -15% | -$48.5K | 0.16% | 55 |
|
|
2015
Q3 | $312K | Sell |
14,865
-450
| -3% | -$10K | 0.19% | 58 |
|
|
2015
Q2 | $360K | Sell |
15,315
-3,750
| -20% | -$89.2K | 0.21% | 49 |
|
|
2015
Q1 | $458K | Hold |
19,065
| – | – | 0.27% | 39 |
|
|
2014
Q4 | $451K | Buy |
19,065
+375
| +2% | +$8.58K | 0.29% | 44 |
|
|
2014
Q3 | $405K | Hold |
18,690
| – | – | 0.35% | 47 |
|
|
2014
Q2 | $436K | Sell |
18,690
-2,010
| -10% | -$45.5K | 0.38% | 38 |
|
|
2014
Q1 | $471K | Hold |
20,700
| – | – | 0.5% | 28 |
|
|
2013
Q4 | $468K | Buy |
+20,700
| New | +$451K | 0.65% | 22 |
|
Other funds holding DES
Evermay Wealth Management's DES Position: Q1 2026 in Review
Evermay Wealth Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 1,597 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #312.
Evermay Wealth Management first reported a position in DES in Q4 2013 and has held it in 40 quarters since. The position peaked at $471K in Q1 2014. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.
- Evermay Wealth Management held 1,597 shares of WisdomTree US SmallCap Dividend Fund worth $57.4K as of Q1 2026.
- Evermay Wealth Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
- WisdomTree US SmallCap Dividend Fund made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #312 holding.
- Evermay Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2013 and has held it in 40 quarters since.
- Evermay Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $471K in Q1 2014.
- 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.