Hilltop Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Hilltop Partners’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	$217K	Hold	6,024	–	–	0.06%	115
2025 Q4	$202K	Hold	6,024	–	–	0.05%	123
2025 Q3	$203K	Sell	6,024 -4,831	-45%	-$160K	0.06%	115
2025 Q2	$345K	Hold	10,855	–	–	0.1%	82
2025 Q1	$347K	Hold	10,855	–	–	0.12%	79
2024 Q4	$373K	Hold	10,855	–	–	0.13%	74
2024 Q3	$374K	Hold	10,855	–	–	0.13%	77
2024 Q2	$338K	Hold	10,855	–	–	0.12%	74
2024 Q1	$355K	Hold	10,855	–	–	0.13%	76
2023 Q4	$349K	Hold	10,855	–	–	0.14%	71
2023 Q3	$306K	Hold	10,855	–	–	0.13%	74
2023 Q2	$313K	Buy	+10,855	New	+$303K	0.13%	71

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hilltop Partners's DES Position: Q1 2026 in Review

Hilltop Partners held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 6,024 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #115.

Hilltop Partners first reported a position in DES in Q2 2023 and has held it in 12 quarters since. The position peaked at $374K in Q3 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Hilltop Partners held 6,024 shares of WisdomTree US SmallCap Dividend Fund worth $217K as of Q1 2026.
Hilltop Partners left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US SmallCap Dividend Fund made up 0.06% of Hilltop Partners's portfolio in Q1 2026, its #115 holding.
Hilltop Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
Hilltop Partners's WisdomTree US SmallCap Dividend Fund position peaked at $374K in Q3 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.