HI
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Harbour Investments’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Harbour Investments’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 		$395K Buy
9,699
+102
+1% +$3.93K 0.01% 1241
2026
Q1 		$345K Buy
9,597
+1,625
+20% +$58.6K 0.01% 1230
2025
Q4 		$267K Sell
7,972
-1,002
-11% -$33.5K 0.01% 1150
2025
Q3 		$302K Buy
8,974
+3,416
+61% +$113K 0.01% 1055
2025
Q2 		$177K Sell
5,558
-239
-4% -$7.36K ﹤0.01% 1229
2025
Q1 		$185K Buy
5,797
+959
+20% +$32.3K 0.01% 1128
2024
Q4 		$166K Sell
4,838
-279
-5% -$9.87K ﹤0.01% 1132
2024
Q3 		$176K Sell
5,117
-123
-2% -$4.09K 0.01% 1069
2024
Q2 		$163K Sell
5,240
-434
-8% -$13.6K 0.01% 1020
2024
Q1 		$185K Buy
5,674
+6
+0.1% +$188 0.01% 952
2023
Q4 		$182K Sell
5,668
-179
-3% -$5.2K 0.01% 894
2023
Q3 		$165K Sell
5,847
-150
-3% -$4.4K 0.01% 858
2023
Q2 		$173K Buy
5,997
+382
+7% +$10.6K 0.01% 851
2023
Q1 		$160K Buy
5,615
+2,642
+89% +$79.1K 0.01% 845
2022
Q4 		$84.6K Sell
2,973
-126
-4% -$3.62K 0.01% 1088
2022
Q3 		$87K Hold
3,099
– – 0.01% 1037
2022
Q2 		$87K Buy
+3,099
New +$93K 0.01% 1037
2021
Q4 		$56K Sell
1,718
-2,124
-55% -$68.7K ﹤0.01% 1206
2021
Q3 		$118K Hold
3,842
– – ﹤0.01% 1282
2021
Q2 		$123K Hold
3,842
– – ﹤0.01% 1285
2021
Q1 		$120K Buy
+3,842
New +$113K ﹤0.01% 1212

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 29.2% 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

Harbour Investments's DES Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.1% in Q2 2026, buying an estimated $3.93K and bringing the position to 9,699 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1241.

Harbour Investments first reported a position in DES in Q1 2021 and has held it in 21 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Harbour Investments held 9,699 shares of WisdomTree US SmallCap Dividend Fund worth $395K as of Q2 2026.
  • Harbour Investments bought 102 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.93K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1241 holding.
  • Harbour Investments first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and has held it in 21 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.