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HRT Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

HRT Financial’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 		$276K Buy
+6,786
New +$262K ﹤0.01% 3139
2024
Q2 		– Sell
-13,905
Closed -$454K – 2394
2024
Q1 		$454K Buy
+13,905
New +$435K ﹤0.01% 1319

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 29.18% 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

HRT Financial's DES Position: Q2 2026 in Review

HRT Financial opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 6,786 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #3139 among its holdings. This is a return to the name: HRT Financial previously reported a position in DES as recently as Q1 2024.

HRT Financial first reported a position in DES in Q1 2024 and has held it in 2 quarters since. The position peaked at $454K in Q1 2024. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • HRT Financial held 6,786 shares of WisdomTree US SmallCap Dividend Fund worth $276K as of Q2 2026.
  • WisdomTree US SmallCap Dividend Fund was a new HRT Financial position in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3139 holding.
  • HRT Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 2 quarters since.
  • HRT Financial's WisdomTree US SmallCap Dividend Fund position peaked at $454K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.