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Independence Bank of Kentucky’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Independence Bank of Kentucky’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 		$1.36M Sell
33,451
-2,200
-6% -$84.8K 0.15% 122
2026
Q1 		$1.28M Sell
35,651
-125
-0.3% -$4.51K 0.16% 121
2025
Q4 		$1.2M Sell
35,776
-1,411
-4% -$47.1K 0.15% 125
2025
Q3 		$1.25M Sell
37,187
-93
-0.2% -$3.09K 0.16% 121
2025
Q2 		$1.18M Sell
37,280
-595
-2% -$18.3K 0.17% 118
2025
Q1 		$1.21M Sell
37,875
-1,245
-3% -$41.9K 0.19% 109
2024
Q4 		$1.34M Buy
39,120
+10,039
+35% +$355K 0.21% 103
2024
Q3 		$1M Buy
29,081
+4,526
+18% +$150K 0.22% 112
2024
Q2 		$765K Buy
24,555
+2,880
+13% +$90.5K 0.2% 117
2024
Q1 		$708K Buy
21,675
+3,780
+21% +$118K 0.21% 111
2023
Q4 		$576K Buy
17,895
+16,525
+1,206% +$480K 0.2% 117
2023
Q3 		$38.6K Hold
1,370
– – 0.02% 305
2023
Q2 		$39.4K Hold
1,370
– – 0.02% 304
2023
Q1 		$39.1K Sell
1,370
-3,565
-72% -$107K 0.02% 274
2022
Q4 		$140K Hold
4,935
– – 0.06% 187
2022
Q3 		$127K Hold
4,935
– – 0.06% 179
2022
Q2 		$139K Hold
4,935
– – 0.06% 178
2022
Q1 		$157K Hold
4,935
– – 0.06% 181
2021
Q4 		$162K Hold
4,935
– – 0.07% 166
2021
Q3 		$152K Hold
4,935
– – 0.07% 166
2021
Q2 		$157K Hold
4,935
– – 0.07% 163
2021
Q1 		$154K Hold
4,935
– – 0.07% 161
2020
Q4 		$131K Hold
4,935
– – 0.07% 167
2020
Q3 		$104K Hold
4,935
– – 0.06% 172
2020
Q2 		$105K Sell
4,935
-1,590
-24% -$31.6K 0.07% 152
2020
Q1 		$118K Hold
6,525
– – 0.09% 134
2019
Q4 		$187K Hold
6,525
– – 0.12% 128
2019
Q3 		$179K Buy
+6,525
New +$174K 0.13% 128

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independence Bank of Kentucky's DES Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 6.2% in Q2 2026, selling an estimated $84.8K and leaving 33,451 shares worth $1.36M. The position accounts for 0.15% of the portfolio, ranked #122.

Independence Bank of Kentucky first reported a position in DES in Q3 2019 and has held it in 28 quarters since. 239 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Independence Bank of Kentucky held 33,451 shares of WisdomTree US SmallCap Dividend Fund worth $1.36M as of Q2 2026.
  • Independence Bank of Kentucky sold 2,200 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $84.8K.
  • WisdomTree US SmallCap Dividend Fund made up 0.15% of Independence Bank of Kentucky's portfolio in Q2 2026, its #122 holding.
  • Independence Bank of Kentucky first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and has held it in 28 quarters since.
  • 239 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.