Neuberger Berman Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Neuberger Berman 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 Q2	–	Sell	-6,878	Closed	-$220K	–	2071
2025 Q1	$220K	Hold	6,878	–	–	﹤0.01%	1796
2024 Q4	$236K	Hold	6,878	–	–	﹤0.01%	1743
2024 Q3	$237K	Sell	6,878 -1,500	-18%	-$49.9K	﹤0.01%	1746
2024 Q2	$261K	Hold	8,378	–	–	﹤0.01%	1683
2024 Q1	$274K	Sell	8,378 -2,100	-20%	-$65.7K	﹤0.01%	1662
2023 Q4	$337K	Sell	10,478 -1,148	-10%	-$33.3K	﹤0.01%	1614
2023 Q3	$328K	Buy	+11,626	New	+$341K	﹤0.01%	1564
2022 Q2	–	Sell	-6,378	Closed	-$203K	–	1872
2022 Q1	$203K	Sell	6,378 -6,000	-48%	-$192K	﹤0.01%	1808
2021 Q4	$407K	Hold	12,378	–	–	﹤0.01%	1610
2021 Q3	$382K	Hold	12,378	–	–	﹤0.01%	1527
2021 Q2	$395K	Hold	12,378	–	–	﹤0.01%	1527
2021 Q1	$386K	Hold	12,378	–	–	﹤0.01%	1542
2020 Q4	$329K	Sell	12,378 -2,000	-14%	-$48.5K	﹤0.01%	1493
2020 Q3	$303K	Buy	+14,378	New	+$313K	﹤0.01%	1456

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Neuberger Berman Group's DES Position: Q2 2025 in Review

Neuberger Berman Group sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025, closing a stake of 6,878 shares — an estimated $220K sold.

Neuberger Berman Group first reported a position in DES in Q3 2020 and held it in 14 quarters. The position peaked at $407K in Q4 2021. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

Neuberger Berman Group reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Neuberger Berman Group sold 6,878 WisdomTree US SmallCap Dividend Fund shares in Q2 2025, an estimated $220K.
Neuberger Berman Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2020 and held it in 14 quarters.
Neuberger Berman Group's WisdomTree US SmallCap Dividend Fund position peaked at $407K in Q4 2021.
323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Neuberger Berman Group's 13F filing for Q2 2025, filed 13 Aug 2025.