Missouri Trust & Investment Company’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Missouri Trust & Investment Company’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	–	Sell	-975	Closed	-$35K	–	204
2026 Q1	$35K	Hold	975	–	–	0.01%	257
2025 Q4	$32.6K	Hold	975	–	–	0.01%	252
2025 Q3	$32.8K	Hold	975	–	–	0.01%	255
2025 Q2	$31K	Hold	975	–	–	0.01%	238
2025 Q1	$31.2K	Hold	975	–	–	0.01%	236
2024 Q4	$33.5K	Hold	975	–	–	0.01%	237
2024 Q3	$33.6K	Hold	975	–	–	0.01%	240
2024 Q2	$30.4K	Hold	975	–	–	0.01%	241
2024 Q1	$31.9K	Hold	975	–	–	0.01%	242
2023 Q4	$31.4K	Hold	975	–	–	0.01%	233
2023 Q3	$27.5K	Hold	975	–	–	0.01%	233
2023 Q2	$28.1K	Hold	975	–	–	0.02%	243
2023 Q1	$27.8K	Sell	975 -900	-48%	-$26.9K	0.02%	208
2022 Q4	$53K	Hold	1,875	–	–	0.03%	170
2022 Q3	$48K	Hold	1,875	–	–	0.03%	178
2022 Q2	$53K	Hold	1,875	–	–	0.03%	172
2022 Q1	$60K	Hold	1,875	–	–	0.04%	171
2021 Q4	$62K	Buy	+1,875	New	+$60.6K	0.04%	177

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

Missouri Trust & Investment Company's DES Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 975 shares — an estimated $35K sold.

Missouri Trust & Investment Company first reported a position in DES in Q4 2021 and held it in 18 quarters. The position peaked at $62K in Q4 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Missouri Trust & Investment Company reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 975 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $35K.
Missouri Trust & Investment Company first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's WisdomTree US SmallCap Dividend Fund position peaked at $62K in Q4 2021.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.