Meridian Investment Counsel’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Meridian Investment Counsel’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	$285K	Hold	7,000	–	–	0.06%	208
2026 Q1	$252K	Hold	7,000	–	–	0.06%	209
2025 Q4	$234K	Hold	7,000	–	–	0.06%	219
2025 Q3	$236K	Hold	7,000	–	–	0.06%	212
2025 Q2	$222K	Hold	7,000	–	–	0.06%	213
2025 Q1	$224K	Hold	7,000	–	–	0.07%	203
2024 Q4	$240K	Buy	+7,000	New	+$248K	0.07%	198

Other funds holding DES

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Meridian Investment Counsel's DES Position: Q2 2026 in Review

Meridian Investment Counsel held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 7,000 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #208.

Meridian Investment Counsel first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 299 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Meridian Investment Counsel held 7,000 shares of WisdomTree US SmallCap Dividend Fund worth $285K as of Q2 2026.
Meridian Investment Counsel left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.06% of Meridian Investment Counsel's portfolio in Q2 2026, its #208 holding.
Meridian Investment Counsel first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.