JSL
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JT Stratford LLC’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

JT Stratford LLC’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 		$419K Sell
11,670
-347
-3% -$12.5K 0.05% 234
2025
Q4 		$402K Buy
12,017
+339
+3% +$11.3K 0.05% 240
2025
Q3 		$393K Sell
11,678
-294
-2% -$9.77K 0.05% 233
2025
Q2 		$380K Buy
11,972
+136
+1% +$4.19K 0.06% 219
2025
Q1 		$378K Sell
11,836
-1,751
-13% -$58.9K 0.07% 216
2024
Q4 		$467K Sell
13,587
-719
-5% -$25.4K 0.08% 204
2024
Q3 		$493K Buy
14,306
+2,673
+23% +$88.9K 0.08% 206
2024
Q2 		$362K Buy
11,633
+63
+0.5% +$1.98K 0.07% 215
2024
Q1 		$378K Sell
11,570
-5,136
-31% -$161K 0.08% 207
2023
Q4 		$537K Sell
16,706
-957
-5% -$27.8K 0.12% 175
2023
Q3 		$498K Sell
17,663
-4,643
-21% -$136K 0.13% 166
2023
Q2 		$642K Sell
22,306
-1,865
-8% -$52K 0.17% 135
2023
Q1 		$690K Sell
24,171
-979
-4% -$29.3K 0.2% 116
2022
Q4 		$715K Buy
25,150
+438
+2% +$12.6K 0.23% 109
2022
Q3 		$636K Sell
24,712
-378
-2% -$11K 0.23% 90
2022
Q2 		$708K Buy
+25,090
New +$753K 0.22% 96

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

JT Stratford LLC's DES Position: Q1 2026 in Review

JT Stratford LLC reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.9% in Q1 2026, selling an estimated $12.5K and leaving 11,670 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #234.

JT Stratford LLC first reported a position in DES in Q2 2022 and has held it in 16 quarters since. The position peaked at $715K in Q4 2022. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • JT Stratford LLC held 11,670 shares of WisdomTree US SmallCap Dividend Fund worth $419K as of Q1 2026.
  • JT Stratford LLC sold 347 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $12.5K.
  • WisdomTree US SmallCap Dividend Fund made up 0.05% of JT Stratford LLC's portfolio in Q1 2026, its #234 holding.
  • JT Stratford LLC first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 16 quarters since.
  • JT Stratford LLC's WisdomTree US SmallCap Dividend Fund position peaked at $715K in Q4 2022.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.