New Hampshire Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

New Hampshire Trust’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	$585K	Buy	14,374 +1,500	+12%	+$57.8K	0.11%	112
2026 Q1	$463K	Hold	12,874	–	–	0.09%	120
2025 Q4	$431K	Hold	12,874	–	–	0.08%	125
2025 Q3	$434K	Sell	12,874 -1,408	-10%	-$46.8K	0.08%	130
2025 Q2	$454K	Hold	14,282	–	–	0.09%	120
2025 Q1	$456K	Buy	14,282 +620	+5%	+$20.9K	0.1%	115
2024 Q4	$469K	Hold	13,662	–	–	0.1%	117
2024 Q3	$471K	Hold	13,662	–	–	0.1%	121
2024 Q2	$426K	Hold	13,662	–	–	0.1%	126
2024 Q1	$446K	Sell	13,662 -94	-0.7%	-$2.94K	0.1%	120
2023 Q4	$443K	Hold	13,756	–	–	0.11%	116
2023 Q3	$388K	Hold	13,756	–	–	0.11%	116
2023 Q2	$396K	Buy	13,756 +1,866	+16%	+$52K	0.1%	118
2023 Q1	$340K	Sell	11,890 -115	-1%	-$3.44K	0.09%	126
2022 Q4	$341K	Buy	+12,005	New	+$345K	0.09%	127

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

New Hampshire Trust's DES Position: Q2 2026 in Review

New Hampshire Trust increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 12% in Q2 2026, buying an estimated $57.8K and bringing the position to 14,374 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #112.

New Hampshire Trust first reported a position in DES in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

New Hampshire Trust held 14,374 shares of WisdomTree US SmallCap Dividend Fund worth $585K as of Q2 2026.
New Hampshire Trust bought 1,500 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $57.8K.
WisdomTree US SmallCap Dividend Fund made up 0.11% of New Hampshire Trust's portfolio in Q2 2026, its #112 holding.
New Hampshire Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.