MHR
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Matthew Hamilton Rosenberg’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$1.21K Hold
32
– – ﹤0.01% 776
2026
Q2 		$1.3K Hold
32
– – ﹤0.01% 755
2026
Q1 		$1.15K Buy
+32
New +$1.15K ﹤0.01% 754

Other funds holding DES

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Matthew Hamilton Rosenberg's DES Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q3 2026 at 32 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Matthew Hamilton Rosenberg first reported a position in DES in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.3K in Q2 2026. 14 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Matthew Hamilton Rosenberg held 32 shares of WisdomTree US SmallCap Dividend Fund worth $1.21K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #776 holding.
  • Matthew Hamilton Rosenberg first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2026 and has held it in 3 quarters since.
  • Matthew Hamilton Rosenberg's WisdomTree US SmallCap Dividend Fund position peaked at $1.3K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.