Nalls Sherbakoff Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$4.48K	Hold	134	–	–	﹤0.01%	375
2025 Q3	$4.51K	Hold	134	–	–	﹤0.01%	364
2025 Q2	$4.26K	Hold	134	–	–	﹤0.01%	363
2025 Q1	$4.28K	Buy	+134	New	+$4.51K	﹤0.01%	341
2023 Q4	$4.31K	Hold	134	–	–	﹤0.01%	311
2023 Q3	$3.78K	Hold	134	–	–	﹤0.01%	317
2023 Q2	$3.56K	Hold	134	–	–	﹤0.01%	326
2023 Q1	$3.76K	Buy	+134	New	+$4.01K	﹤0.01%	325
2018 Q4	$73K	Buy	+2,964	New	+$80.6K	0.12%	105

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nalls Sherbakoff Group's DES Position: Q4 2025 in Review

Nalls Sherbakoff Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q4 2025 at 134 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Nalls Sherbakoff Group first reported a position in DES in Q4 2018 and has held it in 9 quarters since. The position peaked at $73K in Q4 2018. 340 funds tracked by Wall St. Rank hold DES as of Q4 2025.

Nalls Sherbakoff Group held 134 shares of WisdomTree US SmallCap Dividend Fund worth $4.48K as of Q4 2025.
Nalls Sherbakoff Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #375 holding.
Nalls Sherbakoff Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's WisdomTree US SmallCap Dividend Fund position peaked at $73K in Q4 2018.
340 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.