JWM
DES icon

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

JPL 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
Q1 		$64.2K Buy
+1,785
New +$64.4K 0.01% 205
2025
Q4 		– Sell
-1,785
Closed -$60.1K – 369
2025
Q3 		$60.1K Buy
+1,785
New +$59.3K 0.01% 229
2024
Q2 		$3.29M Buy
105,625
+3,463
+3% +$109K 1.61% 17
2024
Q1 		$3.34M Buy
102,162
+13,061
+15% +$409K 1.84% 10
2023
Q4 		$2.87M Buy
+89,101
New +$2.59M 2.06% 6

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JPL Wealth Management's DES Position: Q1 2026 in Review

JPL Wealth Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026: 1,785 shares worth $64.2K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in DES as recently as Q3 2025.

JPL Wealth Management first reported a position in DES in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.34M in Q1 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • JPL Wealth Management held 1,785 shares of WisdomTree US SmallCap Dividend Fund worth $64.2K as of Q1 2026.
  • WisdomTree US SmallCap Dividend Fund was a new JPL Wealth Management position in Q1 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #205 holding.
  • JPL Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 5 quarters since.
  • JPL Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $3.34M in Q1 2024.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.