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DES icon

NBT Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

NBT Bank’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
Q1 		$1.8M Buy
50,116
+26,933
+116% +$971K 0.12% 153
2025
Q4 		$1.63M Buy
23,183
+1,210
+6% +$40.4K 0.11% 160
2025
Q3 		$1.6M Sell
21,973
-26,834
-55% -$891K 0.1% 160
2025
Q2 		$1.55M Buy
48,807
+522
+1% +$16.1K 0.11% 169
2025
Q1 		$1.54M Sell
48,285
-925
-2% -$31.1K 0.11% 170
2024
Q4 		$1.69M Sell
49,210
-127
-0.3% -$4.49K 0.12% 164
2024
Q3 		$1.7M Sell
49,337
-4,291
-8% -$143K 0.11% 171
2024
Q2 		$1.67M Sell
53,628
-122
-0.2% -$3.83K 0.12% 164
2024
Q1 		$1.76M Sell
53,750
-892
-2% -$27.9K 0.13% 153
2023
Q4 		$1.76M Buy
54,642
+29,631
+118% +$861K 0.14% 153
2023
Q3 		$705K Buy
25,011
+264
+1% +$7.75K 0.07% 191
2023
Q2 		$712K Buy
24,747
+851
+4% +$23.7K 0.1% 150
2023
Q1 		$682K Buy
23,896
+662
+3% +$19.8K 0.1% 154
2022
Q4 		$661K Buy
23,234
+2,674
+13% +$76.8K 0.1% 156
2022
Q3 		$529K Buy
20,560
+1,997
+11% +$57.9K 0.09% 154
2022
Q2 		$524K Sell
18,563
-381
-2% -$11.4K 0.08% 158
2022
Q1 		$603K Buy
18,944
+702
+4% +$22.4K 0.08% 151
2021
Q4 		$599K Sell
18,242
-149
-0.8% -$4.82K 0.08% 157
2021
Q3 		$567K Buy
18,391
+174
+1% +$5.46K 0.08% 159
2021
Q2 		$581K Sell
18,217
-1,244
-6% -$40.2K 0.08% 154
2021
Q1 		$606K Sell
19,461
-2,255
-10% -$66.5K 0.09% 148
2020
Q4 		$578K Sell
21,716
-5,749
-21% -$139K 0.09% 148
2020
Q3 		$579K Sell
27,465
-10,940
-28% -$238K 0.1% 147
2020
Q2 		$813K Sell
38,405
-22,159
-37% -$440K 0.14% 128
2020
Q1 		$1.09M Buy
60,564
+1,877
+3% +$46.4K 0.22% 104
2019
Q4 		$1.68M Buy
58,687
+873
+2% +$24.3K 0.26% 100
2019
Q3 		$1.58M Sell
57,814
-23,593
-29% -$629K 0.28% 95
2019
Q2 		$2.21M Sell
81,407
-13,984
-15% -$382K 0.39% 74
2019
Q1 		$2.63M Buy
95,391
+39,386
+70% +$1.08M 0.48% 66
2018
Q4 		$1.37M Buy
+56,005
New +$1.52M 0.22% 95

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NBT Bank's DES Position: Q1 2026 in Review

NBT Bank increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 116% in Q1 2026, buying an estimated $971K and bringing the position to 50,116 shares worth $1.8M. The position accounts for 0.12% of the portfolio, ranked #153.

NBT Bank first reported a position in DES in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.63M in Q1 2019. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • NBT Bank held 50,116 shares of WisdomTree US SmallCap Dividend Fund worth $1.8M as of Q1 2026.
  • NBT Bank bought 26,933 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $971K.
  • WisdomTree US SmallCap Dividend Fund made up 0.12% of NBT Bank's portfolio in Q1 2026, its #153 holding.
  • NBT Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • NBT Bank's WisdomTree US SmallCap Dividend Fund position peaked at $2.63M in Q1 2019.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.