MML Investors Services
DES icon

MML Investors Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

MML Investors Services’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 		$2.32M Buy
56,955
+9,955
+21% +$384K ﹤0.01% 1444
2026
Q1 		$1.69M Sell
47,000
-9,583
-17% -$345K ﹤0.01% 1419
2025
Q4 		$1.89M Buy
56,583
+3,259
+6% +$109K ﹤0.01% 1407
2025
Q3 		$1.8M Sell
53,324
-1,332
-2% -$44.2K ﹤0.01% 1379
2025
Q2 		$1.74M Buy
54,656
+1,868
+4% +$57.5K 0.01% 1330
2025
Q1 		$1.69M Buy
52,788
+2,327
+5% +$78.3K 0.01% 1271
2024
Q4 		$1.73M Sell
50,461
-763
-1% -$27K 0.01% 1196
2024
Q3 		$1.77M Sell
51,224
-1,079
-2% -$35.9K 0.01% 1161
2024
Q2 		$1.63M Buy
52,303
+1,960
+4% +$61.6K 0.01% 1136
2024
Q1 		$1.65M Buy
50,343
+9,761
+24% +$305K 0.01% 1149
2023
Q4 		$1.31M Buy
40,582
+5,090
+14% +$148K 0.01% 1200
2023
Q3 		$1M Buy
35,492
+3,473
+11% +$102K 0.01% 1221
2023
Q2 		$922K Buy
32,019
+2,290
+8% +$63.8K 0.01% 1270
2023
Q1 		$849K Sell
29,729
-281
-0.9% -$8.41K 0.01% 1150
2022
Q4 		$853K Sell
30,010
-2,395
-7% -$68.8K 0.01% 1235
2022
Q3 		$834K Buy
32,405
+1,154
+4% +$33.4K 0.01% 1149
2022
Q2 		$882K Sell
31,251
-1,706
-5% -$51.2K 0.01% 1105
2022
Q1 		$1.05M Sell
32,957
-4,308
-12% -$138K 0.01% 1059
2021
Q4 		$1.23M Buy
37,265
+2,783
+8% +$90K 0.01% 975
2021
Q3 		$1.06M Sell
34,482
-8
-0% -$251 0.01% 995
2021
Q2 		$1.1M Sell
34,490
-2,457
-7% -$79.5K 0.01% 961
2021
Q1 		$1.15M Sell
36,947
-810
-2% -$23.9K 0.01% 860
2020
Q4 		$1M Sell
37,757
-1,529
-4% -$37.1K 0.01% 834
2020
Q3 		$828K Sell
39,286
-2,798
-7% -$60.9K 0.01% 842
2020
Q2 		$891K Sell
42,084
-2,017
-5% -$40.1K 0.01% 749
2020
Q1 		$795K Sell
44,101
-47,232
-52% -$1.17M 0.01% 688
2019
Q4 		$2.62M Sell
91,333
-1,830
-2% -$51K 0.04% 408
2019
Q3 		$2.55M Sell
93,163
-16,090
-15% -$429K 0.04% 372
2019
Q2 		$2.96M Buy
109,253
+8,122
+8% +$222K 0.04% 365
2019
Q1 		$2.79M Buy
101,131
+318
+0.3% +$8.69K 0.04% 366
2018
Q4 		$2.47M Buy
100,813
+1,515
+2% +$41.2K 0.04% 360
2018
Q3 		$2.95M Buy
99,298
+30,327
+44% +$913K 0.05% 335
2018
Q2 		$2.04M Buy
68,971
+9,698
+16% +$280K 0.04% 346
2018
Q1 		$1.62M Buy
59,273
+6,535
+12% +$184K 0.03% 399
2017
Q4 		$1.53M Buy
52,738
+5,689
+12% +$162K 0.03% 414
2017
Q3 		$1.32M Sell
47,049
-10,857
-19% -$290K 0.03% 426
2017
Q2 		$1.55M Buy
+57,906
New +$1.55M 0.03% 375

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

MML Investors Services's DES Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 21% in Q2 2026, buying an estimated $384K and bringing the position to 56,955 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

MML Investors Services first reported a position in DES in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.96M in Q2 2019. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • MML Investors Services held 56,955 shares of WisdomTree US SmallCap Dividend Fund worth $2.32M as of Q2 2026.
  • MML Investors Services bought 9,955 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $384K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1444 holding.
  • MML Investors Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's WisdomTree US SmallCap Dividend Fund position peaked at $2.96M in Q2 2019.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.