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HC Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

HC Advisors’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
Q1 		$7.42M Buy
206,534
+1,595
+0.8% +$57.5K 4.97% 6
2025
Q4 		$6.86M Buy
204,939
+1,595
+0.8% +$53.3K 4.74% 6
2025
Q3 		$6.85M Buy
203,344
+5,040
+3% +$167K 4.81% 6
2025
Q2 		$6.3M Buy
198,304
+4,475
+2% +$138K 4.45% 5
2025
Q1 		$6.19M Buy
193,829
+4,875
+3% +$164K 4.64% 6
2024
Q4 		$6.49M Buy
188,954
+1,994
+1% +$70.5K 5.21% 6
2024
Q3 		$6.45M Buy
186,960
+4,298
+2% +$143K 5.3% 6
2024
Q2 		$5.69M Buy
182,662
+13,313
+8% +$418K 5.25% 6
2024
Q1 		$5.53M Buy
169,349
+12,815
+8% +$401K 2.64% 7
2023
Q4 		$5.04M Buy
156,534
+1,000
+0.6% +$29K 2.82% 8
2023
Q3 		$4.39M Buy
155,534
+6,950
+5% +$204K 2.61% 10
2023
Q2 		$4.28M Sell
148,584
-1,700
-1% -$47.4K 2.48% 13
2023
Q1 		$4.29M Buy
150,284
+6,630
+5% +$198K 2.65% 11
2022
Q4 		$4.09M Sell
143,654
-95
-0.1% -$2.73K 2.79% 10
2022
Q3 		$3.7M Sell
143,749
-2,805
-2% -$81.3K 2.55% 10
2022
Q2 		$4.14M Buy
146,554
+6,970
+5% +$209K 2.95% 10
2022
Q1 		$4.45M Buy
139,584
+5,655
+4% +$181K 2.82% 10
2021
Q4 		$4.4M Buy
133,929
+240
+0.2% +$7.76K 2.7% 10
2021
Q3 		$4.12M Sell
133,689
-28,819
-18% -$904K 2.71% 10
2021
Q2 		$5.18M Sell
162,508
-8,540
-5% -$276K 3.19% 9
2021
Q1 		$5.33M Buy
171,048
+5,158
+3% +$152K 3.44% 9
2020
Q4 		$4.41M Buy
165,890
+32,660
+25% +$792K 3.02% 9
2020
Q3 		$2.81M Buy
133,230
+8,655
+7% +$188K 2.26% 10
2020
Q2 		$2.64M Buy
+124,575
New +$2.48M 2.19% 10

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HC Advisors's DES Position: Q1 2026 in Review

HC Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.78% in Q1 2026, buying an estimated $57.5K and bringing the position to 206,534 shares worth $7.42M. The position accounts for 4.97% of the portfolio, ranked #6.

HC Advisors first reported a position in DES in Q2 2020 and has held it in 24 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • HC Advisors held 206,534 shares of WisdomTree US SmallCap Dividend Fund worth $7.42M as of Q1 2026.
  • HC Advisors bought 1,595 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $57.5K.
  • WisdomTree US SmallCap Dividend Fund made up 4.97% of HC Advisors's portfolio in Q1 2026, its #6 holding.
  • HC Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2020 and has held it in 24 quarters since.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.