Jeff Yass’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Jeff Yass’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
2023 Q1	–	Sell	-20,200	Closed	-$574K	–	12698
2022 Q4	$574K	Buy	+20,200	New	+$580K	﹤0.01%	7491
2022 Q1	–	Sell	-6,600	Closed	-$217K	–	13140
2021 Q4	$217K	Buy	+6,600	New	+$213K	﹤0.01%	11267
2020 Q1	–	Sell	-7,200	Closed	-$206K	–	10328
2019 Q4	$206K	Sell	7,200 -4,400	-38%	-$123K	﹤0.01%	8711
2019 Q3	$317K	Sell	11,600 -100	-0.9%	-$2.67K	﹤0.01%	8179
2019 Q2	$317K	Buy	+11,700	New	+$320K	﹤0.01%	8198
2018 Q4	–	Sell	-15,500	Closed	-$461K	–	9085
2018 Q3	$461K	Buy	15,500 +8,200	+112%	+$247K	﹤0.01%	6684
2018 Q2	$216K	Sell	7,300 -600	-8%	-$17.3K	﹤0.01%	8475
2018 Q1	$216K	Sell	7,900 -11,100	-58%	-$313K	﹤0.01%	8202
2017 Q4	$552K	Buy	19,000 +4,600	+32%	+$131K	﹤0.01%	6449
2017 Q3	$403K	Sell	14,400 -22,200	-61%	-$593K	﹤0.01%	6901
2017 Q2	$982K	Buy	36,600 +4,200	+13%	+$113K	﹤0.01%	5303
2017 Q1	$871K	Sell	32,400 -9,600	-23%	-$260K	﹤0.01%	5416
2016 Q4	$1.16M	Sell	42,000 -8,700	-17%	-$225K	﹤0.01%	5209
2016 Q3	$1.27M	Sell	50,700 -16,800	-25%	-$417K	﹤0.01%	4347
2016 Q2	$1.61M	Buy	67,500 +30,600	+83%	+$710K	﹤0.01%	3952
2016 Q1	$845K	Buy	+36,900	New	+$769K	﹤0.01%	5424
2015 Q4	–	Sell	-19,500	Closed	-$410K	–	9501
2015 Q3	$410K	Sell	19,500 -24,900	-56%	-$556K	﹤0.01%	7488
2015 Q2	$1.04M	Sell	44,400 -21,300	-32%	-$507K	﹤0.01%	6133
2015 Q1	$1.58M	Sell	65,700 -43,500	-40%	-$1.02M	﹤0.01%	4795
2014 Q4	$2.58M	Sell	109,200 -31,800	-23%	-$728K	﹤0.01%	3981
2014 Q3	$3.05M	Sell	141,000 -188,400	-57%	-$4.28M	﹤0.01%	3863
2014 Q2	$7.69M	Buy	329,400 +75,300	+30%	+$1.7M	﹤0.01%	2441
2014 Q1	$5.78M	Buy	254,100 +150,600	+146%	+$3.34M	﹤0.01%	2695
2013 Q4	$2.34M	Buy	103,500 +42,000	+68%	+$916K	﹤0.01%	4012
2013 Q3	$1.28M	Sell	61,500 -3,600	-6%	-$74K	﹤0.01%	4859
2013 Q2	$1.27M	Buy	+65,100	New	+$1.25M	﹤0.01%	4616

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jeff Yass's DES Position: Q2 2026 in Review

Jeff Yass increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 38% in Q2 2026, buying an estimated $432K and bringing the position to 40,395 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #6946.

Jeff Yass first reported a position in DES in Q2 2013 and has held it in 39 quarters since. The position peaked at $9.6M in Q1 2020. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Jeff Yass held 40,395 shares of WisdomTree US SmallCap Dividend Fund worth $1.64M as of Q2 2026.
Jeff Yass bought 11,204 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $432K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6946 holding.
Jeff Yass first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 39 quarters since.
Jeff Yass's WisdomTree US SmallCap Dividend Fund position peaked at $9.6M in Q1 2020.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.