HBW
DES icon

Hazlett, Burt & Watson’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Hazlett, Burt & Watson’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 		$84K Buy
2,057
+13
+0.6% +$501 0.02% 377
2026
Q1 		$73K Sell
2,044
-521
-20% -$18.8K 0.02% 387
2025
Q4 		$86K Buy
2,565
+22
+0.9% +$735 0.03% 366
2025
Q3 		$86K Buy
2,543
+19
+0.8% +$631 0.03% 334
2025
Q2 		$80K Buy
2,524
+21
+0.8% +$647 0.03% 313
2025
Q1 		$80K Buy
2,503
+28
+1% +$942 0.04% 297
2024
Q4 		$85K Buy
2,475
+18
+0.7% +$637 0.04% 294
2024
Q3 		$85K Buy
2,457
+18
+0.7% +$598 0.04% 294
2024
Q2 		$76K Buy
2,439
+1,277
+110% +$40.1K 0.04% 287
2024
Q1 		$38K Buy
1,162
+5
+0.4% +$156 0.02% 366
2023
Q4 		$38K Buy
1,157
+10
+0.9% +$290 0.03% 344
2023
Q3 		$33K Buy
1,147
+9
+0.8% +$264 0.02% 354
2023
Q2 		$33K Buy
1,138
+8
+0.7% +$223 0.02% 356
2023
Q1 		$32K Sell
1,130
-313
-22% -$9.37K 0.03% 335
2022
Q4 		$41K Buy
1,443
+10
+0.7% +$287 0.04% 297
2022
Q3 		$37K Buy
1,433
+329
+30% +$9.53K 0.04% 299
2022
Q2 		$31K Buy
1,104
+466
+73% +$14K 0.03% 323
2022
Q1 		$20K Buy
+638
New +$20.4K 0.02% 399

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

Hazlett, Burt & Watson's DES Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.64% in Q2 2026, buying an estimated $501 and bringing the position to 2,057 shares worth $84K. The position accounts for 0.02% of the portfolio, ranked #377.

Hazlett, Burt & Watson first reported a position in DES in Q1 2022 and has held it in 18 quarters since. The position peaked at $86K in Q4 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Hazlett, Burt & Watson held 2,057 shares of WisdomTree US SmallCap Dividend Fund worth $84K as of Q2 2026.
  • Hazlett, Burt & Watson bought 13 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $501.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #377 holding.
  • Hazlett, Burt & Watson first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's WisdomTree US SmallCap Dividend Fund position peaked at $86K in Q4 2025.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.