MSG
DES icon

Main Street Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Main Street Group’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 		$63.1K Buy
1,551
+10
+0.6% +$385 0.01% 236
2026
Q1 		$55.4K Buy
+1,541
New +$55.6K 0.02% 241
2025
Q4 		– Sell
-1,523
Closed -$51.3K – 216
2025
Q3 		$51.3K Buy
1,523
+13
+0.9% +$432 0.02% 236
2025
Q2 		$48K Buy
1,510
+11
+0.7% +$339 0.02% 247
2025
Q1 		$47.9K Buy
1,499
+7
+0.5% +$235 0.02% 253
2024
Q4 		$51.2K Buy
1,492
+8
+0.5% +$283 0.02% 227
2024
Q3 		$51.2K Buy
1,484
+7
+0.5% +$233 0.02% 231
2024
Q2 		$45.6K Buy
1,477
+10
+0.7% +$314 0.02% 272
2024
Q1 		$47.4K Buy
1,467
+5
+0.3% +$156 0.02% 295
2023
Q4 		$47K Buy
+1,462
New +$42.5K 0.02% 418

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Main Street Group's DES Position: Q2 2026 in Review

Main Street Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.65% in Q2 2026, buying an estimated $385 and bringing the position to 1,551 shares worth $63.1K. The position accounts for 0.01% of the portfolio, ranked #236.

Main Street Group first reported a position in DES in Q4 2023 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Main Street Group held 1,551 shares of WisdomTree US SmallCap Dividend Fund worth $63.1K as of Q2 2026.
  • Main Street Group bought 10 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $385.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Main Street Group's portfolio in Q2 2026, its #236 holding.
  • Main Street Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 10 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.