Regatta Research & Money Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Regatta Research & Money 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	$33.6K	Buy	+827	New	+$31.9K	0.03%	326

Other funds holding DES

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Regatta Research & Money Management's DES Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 827 shares worth $33.6K. The stake represents 0.03% of the portfolio and ranks #326 among its holdings.

306 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Regatta Research & Money Management held 827 shares of WisdomTree US SmallCap Dividend Fund worth $33.6K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new Regatta Research & Money Management position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #326 holding.
306 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.