John Overdeck’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

John Overdeck’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	$6.35M	Buy	156,000 +25,700	+20%	+$990K	﹤0.01%	1919
2026 Q1	$4.68M	Buy	+130,300	New	+$4.7M	﹤0.01%	2036
2025 Q4	–	Sell	-133,100	Closed	-$4.48M	–	4129
2025 Q3	$4.48M	Buy	133,100 +99,600	+297%	+$3.31M	0.01%	1548
2025 Q2	$1.06M	Sell	33,500 -69,300	-67%	-$2.13M	﹤0.01%	2207
2025 Q1	$3.29M	Buy	102,800 +4,700	+5%	+$158K	0.01%	1383
2024 Q4	$3.37M	Sell	98,100 -15,400	-14%	-$545K	0.01%	1367
2024 Q3	$3.91M	Buy	113,500 +83,100	+273%	+$2.76M	0.01%	1206
2024 Q2	$947K	Hold	30,400	–	–	﹤0.01%	2014
2024 Q1	$993K	Sell	30,400 -800	-3%	-$25K	﹤0.01%	1962
2023 Q4	$1M	Buy	31,200 +6,300	+25%	+$183K	﹤0.01%	2077
2023 Q3	$702K	Buy	24,900 +12,500	+101%	+$367K	﹤0.01%	2127
2023 Q2	$357K	Buy	+12,400	New	+$346K	﹤0.01%	2465

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

John Overdeck's DES Position: Q2 2026 in Review

John Overdeck increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 20% in Q2 2026, buying an estimated $990K and bringing the position to 156,000 shares worth $6.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

John Overdeck first reported a position in DES in Q2 2023 and has held it in 12 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

John Overdeck held 156,000 shares of WisdomTree US SmallCap Dividend Fund worth $6.35M as of Q2 2026.
John Overdeck bought 25,700 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $990K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1919 holding.
John Overdeck first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and has held it in 12 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.