IFWM
DES icon

Institute for Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Institute for Wealth Management’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 		$150K Buy
+3,684
New +$142K 0.01% 591
2020
Q1 		– Sell
-5,053
Closed -$145K – 427
2019
Q4 		$145K Buy
+5,053
New +$141K 0.03% 445

Other funds holding DES

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Institute for Wealth Management's DES Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 3,684 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DES as recently as Q4 2019.

Institute for Wealth Management first reported a position in DES in Q4 2019 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Institute for Wealth Management held 3,684 shares of WisdomTree US SmallCap Dividend Fund worth $150K as of Q2 2026.
  • WisdomTree US SmallCap Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #591 holding.
  • Institute for Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.