HighTower Advisors’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
Q2 | $3.01M | Sell |
73,900
-4,159
| -5% | -$160K | ﹤0.01% | 1533 |
|
|
2026
Q1 | $2.81M | Sell |
78,059
-15,880
| -17% | -$573K | ﹤0.01% | 1523 |
|
|
2025
Q4 | $3.14M | Sell |
93,939
-8,399
| -8% | -$281K | ﹤0.01% | 1424 |
|
|
2025
Q3 | $3.45M | Sell |
102,338
-12,323
| -11% | -$409K | ﹤0.01% | 1326 |
|
|
2025
Q2 | $3.64M | Buy |
114,661
+1,758
| +2% | +$54.1K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $3.61M | Buy |
112,903
+26,850
| +31% | +$903K | ﹤0.01% | 1202 |
|
|
2024
Q4 | $2.96M | Buy |
86,053
+242
| +0.3% | +$8.56K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $2.96M | Sell |
85,811
-50
| -0.1% | -$1.66K | ﹤0.01% | 1292 |
|
|
2024
Q2 | $2.67M | Sell |
85,861
-22,380
| -21% | -$703K | ﹤0.01% | 1295 |
|
|
2024
Q1 | $3.54M | Sell |
108,241
-30,466
| -22% | -$953K | 0.01% | 1123 |
|
|
2023
Q4 | $4.46M | Buy |
138,707
+47,132
| +51% | +$1.37M | 0.01% | 1028 |
|
|
2023
Q3 | $2.58M | Sell |
91,575
-5,828
| -6% | -$171K | ﹤0.01% | 1242 |
|
|
2023
Q2 | $2.81M | Buy |
97,403
+38,119
| +64% | +$1.06M | 0.01% | 1167 |
|
|
2023
Q1 | $1.7M | Sell |
59,284
-923
| -2% | -$27.6K | ﹤0.01% | 1380 |
|
|
2022
Q4 | $1.71M | Buy |
60,207
+1,909
| +3% | +$54.8K | ﹤0.01% | 1370 |
|
|
2022
Q3 | $1.5M | Sell |
58,298
-5,987
| -9% | -$173K | ﹤0.01% | 1402 |
|
|
2022
Q2 | $1.81M | Buy |
64,285
+7,602
| +13% | +$228K | ﹤0.01% | 1316 |
|
|
2022
Q1 | $1.81M | Buy |
56,683
+1,177
| +2% | +$37.6K | ﹤0.01% | 1436 |
|
|
2021
Q4 | $1.83M | Buy |
55,506
+3,023
| +6% | +$97.8K | ﹤0.01% | 1411 |
|
|
2021
Q3 | $1.61M | Sell |
52,483
-1,821
| -3% | -$57.1K | ﹤0.01% | 1384 |
|
|
2021
Q2 | $1.73M | Buy |
54,304
+1,819
| +3% | +$58.8K | 0.01% | 1306 |
|
|
2021
Q1 | $1.63M | Buy |
+52,485
| New | +$1.55M | 0.01% | 1246 |
|
|
2020
Q4 | – | Sell |
-34,167
| Closed | -$717K | – | 2653 |
|
|
2020
Q3 | $717K | Sell |
34,167
-8,647
| -20% | -$188K | ﹤0.01% | 1388 |
|
|
2020
Q2 | $903K | Sell |
42,814
-8,049
| -16% | -$160K | ﹤0.01% | 1175 |
|
|
2020
Q1 | $915K | Sell |
50,863
-18,067
| -26% | -$447K | 0.01% | 1054 |
|
|
2019
Q4 | $1.98M | Buy |
68,930
+2,529
| +4% | +$70.5K | 0.01% | 858 |
|
|
2019
Q3 | $1.82M | Buy |
66,401
+1,429
| +2% | +$38.1K | 0.01% | 914 |
|
|
2019
Q2 | $1.76M | Sell |
64,972
-5,597
| -8% | -$153K | 0.01% | 950 |
|
|
2019
Q1 | $1.95M | Buy |
70,569
+140
| +0.2% | +$3.83K | 0.01% | 863 |
|
|
2018
Q4 | $1.73M | Sell |
70,429
-417
| -0.6% | -$11.3K | 0.01% | 819 |
|
|
2018
Q3 | $2.1M | Sell |
70,846
-2,152
| -3% | -$64.8K | 0.02% | 811 |
|
|
2018
Q2 | $2.16M | Buy |
72,998
+10,021
| +16% | +$289K | 0.02% | 821 |
|
|
2018
Q1 | $1.73M | Buy |
62,977
+877
| +1% | +$24.8K | 0.01% | 856 |
|
|
2017
Q4 | $1.81M | Sell |
62,100
-543
| -0.9% | -$15.5K | 0.01% | 857 |
|
|
2017
Q3 | $1.75M | Sell |
62,643
-2,139
| -3% | -$57.1K | 0.01% | 868 |
|
|
2017
Q2 | $1.73M | Buy |
64,782
+12,192
| +23% | +$327K | 0.02% | 858 |
|
|
2017
Q1 | $1.4M | Buy |
52,590
+12,207
| +30% | +$331K | 0.01% | 885 |
|
|
2016
Q4 | $1.11M | Buy |
40,383
+4,974
| +14% | +$129K | 0.01% | 933 |
|
|
2016
Q3 | $892K | Buy |
35,409
+1,308
| +4% | +$32.5K | 0.01% | 966 |
|
|
2016
Q2 | $814K | Sell |
34,101
-1,005
| -3% | -$23.3K | 0.01% | 966 |
|
|
2016
Q1 | $804K | Sell |
35,106
-1,707
| -5% | -$35.6K | ﹤0.01% | 1141 |
|
|
2015
Q4 | $794K | Sell |
36,813
-6,678
| -15% | -$148K | 0.01% | 1095 |
|
|
2015
Q3 | $913K | Buy |
43,491
+4,944
| +13% | +$110K | 0.01% | 924 |
|
|
2015
Q2 | $905K | Buy |
38,547
+708
| +2% | +$16.8K | 0.01% | 804 |
|
|
2015
Q1 | $909K | Buy |
37,839
+2,652
| +8% | +$62.4K | 0.01% | 841 |
|
|
2014
Q4 | $832K | Buy |
35,187
+19,341
| +122% | +$442K | 0.01% | 860 |
|
|
2014
Q3 | $343K | Buy |
+15,846
| New | +$360K | 0.01% | 1153 |
|
Other funds holding DES
HighTower Advisors's DES Position: Q2 2026 in Review
HighTower Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 5.3% in Q2 2026, selling an estimated $160K and leaving 73,900 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1533.
HighTower Advisors first reported a position in DES in Q3 2014 and has held it in 47 quarters since. The position peaked at $4.46M in Q4 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.
- HighTower Advisors held 73,900 shares of WisdomTree US SmallCap Dividend Fund worth $3.01M as of Q2 2026.
- HighTower Advisors sold 4,159 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $160K.
- WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1533 holding.
- HighTower Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2014 and has held it in 47 quarters since.
- HighTower Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $4.46M in Q4 2023.
- 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.