Natixis Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Natixis Advisors’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	$1.33M	Buy	32,717 +4,319	+15%	+$166K	﹤0.01%	1387
2026 Q1	$1.02M	Buy	28,398 +3,989	+16%	+$144K	﹤0.01%	1349
2025 Q4	$816K	Buy	24,409 +1,786	+8%	+$59.7K	﹤0.01%	1328
2025 Q3	$762K	Buy	22,623 +5,122	+29%	+$170K	﹤0.01%	1396
2025 Q2	$556K	Sell	17,501 -457	-3%	-$14.1K	﹤0.01%	1448
2025 Q1	$574K	Buy	17,958 +2,816	+19%	+$94.7K	﹤0.01%	1427
2024 Q4	$520K	Buy	15,142 +1,799	+13%	+$63.6K	﹤0.01%	1461
2024 Q3	$460K	Buy	+13,343	New	+$444K	﹤0.01%	1471
2024 Q1	–	Sell	-11,482	Closed	-$369K	–	1542
2023 Q4	$369K	Buy	+11,482	New	+$333K	﹤0.01%	1440

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

Natixis Advisors's DES Position: Q2 2026 in Review

Natixis Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 15% in Q2 2026, buying an estimated $166K and bringing the position to 32,717 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Natixis Advisors first reported a position in DES in Q4 2023 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Natixis Advisors held 32,717 shares of WisdomTree US SmallCap Dividend Fund worth $1.33M as of Q2 2026.
Natixis Advisors bought 4,319 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $166K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Natixis Advisors's portfolio in Q2 2026, its #1387 holding.
Natixis Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.