Midwest Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Midwest Trust’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	$2.25M	Sell	55,283 -978	-2%	-$37.7K	0.03%	292
2026 Q1	$2.02M	Sell	56,261 -1,259	-2%	-$45.4K	0.03%	289
2025 Q4	$1.92M	Buy	57,520 +873	+2%	+$29.2K	0.02%	288
2025 Q3	$1.91M	Sell	56,647 -11,813	-17%	-$392K	0.02%	287
2025 Q2	$2.17M	Buy	+68,460	New	+$2.11M	0.03%	274

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

Midwest Trust's DES Position: Q2 2026 in Review

Midwest Trust reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.7% in Q2 2026, selling an estimated $37.7K and leaving 55,283 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #292.

Midwest Trust 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.

Midwest Trust held 55,283 shares of WisdomTree US SmallCap Dividend Fund worth $2.25M as of Q2 2026.
Midwest Trust sold 978 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $37.7K.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Midwest Trust's portfolio in Q2 2026, its #292 holding.
Midwest Trust 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 Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.