Glenmede Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Glenmede Trust’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	$8.54K	Hold	210	–	–	﹤0.01%	1477
2026 Q1	$7.55K	Hold	210	–	–	﹤0.01%	1470
2025 Q4	$7.02K	Buy	+210	New	+$7.01K	﹤0.01%	1426
2025 Q1	$10.2K	Buy	+318	New	+$10.7K	﹤0.01%	1356
2023 Q3	–	Sell	-1,329	Closed	-$38K	–	1292
2023 Q2	$38K	Hold	1,329	–	–	﹤0.01%	1208
2023 Q1	$38K	Sell	1,329 -656	-33%	-$19.6K	﹤0.01%	1214
2022 Q4	$56.5K	Buy	1,985 +400	+25%	+$11.5K	﹤0.01%	1186
2022 Q3	$40K	Sell	1,585 -1,721	-52%	-$49.9K	﹤0.01%	1190
2022 Q2	$93K	Buy	+3,306	New	+$99.2K	﹤0.01%	1157
2018 Q2	–	Sell	-6,150	Closed	-$178K	–	2002
2018 Q1	$178K	Hold	6,150	–	–	﹤0.01%	1216
2017 Q4	$178K	Hold	6,150	–	–	﹤0.01%	1216
2017 Q3	$172K	Hold	6,150	–	–	﹤0.01%	1277
2017 Q2	$165K	Hold	6,150	–	–	﹤0.01%	1251
2017 Q1	$165K	Hold	6,150	–	–	﹤0.01%	1251
2016 Q4	$169K	Hold	6,150	–	–	﹤0.01%	1257
2016 Q3	$154K	Buy	+6,150	New	+$153K	﹤0.01%	1274

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

Glenmede Trust's DES Position: Q2 2026 in Review

Glenmede Trust held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 210 shares worth $8.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Glenmede Trust first reported a position in DES in Q3 2016 and has held it in 16 quarters since. The position peaked at $178K in Q1 2018. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Glenmede Trust held 210 shares of WisdomTree US SmallCap Dividend Fund worth $8.54K as of Q2 2026.
Glenmede Trust left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Glenmede Trust's portfolio in Q2 2026, its #1477 holding.
Glenmede Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2016 and has held it in 16 quarters since.
Glenmede Trust's WisdomTree US SmallCap Dividend Fund position peaked at $178K in Q1 2018.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Glenmede Trust's 13F filing for Q2 2026, filed 10 Aug 2026.