LOM Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

LOM Asset 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	$659K	Buy	16,200 +5,200	+47%	+$200K	0.17%	117
2026 Q1	$395K	Hold	11,000	–	–	0.11%	136
2025 Q4	$368K	Hold	11,000	–	–	0.11%	134
2025 Q3	$370K	Hold	11,000	–	–	0.11%	132
2025 Q2	$349K	Buy	+11,000	New	+$339K	0.12%	134

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

LOM Asset Management's DES Position: Q2 2026 in Review

LOM Asset Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 47% in Q2 2026, buying an estimated $200K and bringing the position to 16,200 shares worth $659K. The position accounts for 0.17% of the portfolio, ranked #117.

LOM Asset Management first reported a position in DES in Q2 2025 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

LOM Asset Management held 16,200 shares of WisdomTree US SmallCap Dividend Fund worth $659K as of Q2 2026.
LOM Asset Management bought 5,200 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $200K.
WisdomTree US SmallCap Dividend Fund made up 0.17% of LOM Asset Management's portfolio in Q2 2026, its #117 holding.
LOM Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.