PSF
DES icon

Pacific Sun Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Pacific Sun Financial’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 		$321K Sell
8,920
-150
-2% -$5.41K 0.16% 157
2025
Q4 		$303K Sell
9,070
-400
-4% -$13.4K 0.15% 164
2025
Q3 		$319K Sell
9,470
-40
-0.4% -$1.33K 0.15% 157
2025
Q2 		$302K Sell
9,510
-320
-3% -$9.86K 0.16% 156
2025
Q1 		$314K Hold
9,830
– – 0.18% 145
2024
Q4 		$338K Sell
9,830
-240
-2% -$8.49K 0.18% 138
2024
Q3 		$347K Sell
10,070
-350
-3% -$11.6K 0.19% 137
2024
Q2 		$325K Sell
10,420
-140
-1% -$4.4K 0.19% 136
2024
Q1 		$345K Sell
10,560
-80
-0.8% -$2.5K 0.2% 137
2023
Q4 		$342K Buy
10,640
+50
+0.5% +$1.45K 0.22% 127
2023
Q3 		$299K Sell
10,590
-760
-7% -$22.3K 0.21% 129
2023
Q2 		$324K Buy
+11,350
New +$316K 0.22% 125
2022
Q4 		$323K Sell
11,350
-1,580
-12% -$45.4K 0.23% 126
2022
Q3 		$333K Buy
12,930
+290
+2% +$8.4K 0.23% 127
2022
Q2 		$357K Sell
12,640
-100
-0.8% -$3K 0.24% 124
2022
Q1 		$406K Sell
12,740
-100
-0.8% -$3.19K 0.22% 121
2021
Q4 		$422K Hold
12,840
– – 0.23% 115
2021
Q3 		$396K Buy
+12,840
New +$403K 0.23% 118
2020
Q3 		$290K Sell
13,750
-1,630
-11% -$35.5K 0.24% 115
2020
Q2 		$326K Sell
15,380
-370
-2% -$7.35K 0.29% 105
2020
Q1 		$284K Buy
15,750
+1,990
+14% +$49.2K 0.33% 100
2019
Q4 		$395K Buy
13,760
+180
+1% +$5.02K 0.35% 94
2019
Q3 		$372K Buy
13,580
+1,120
+9% +$29.9K 0.35% 95
2019
Q2 		$338K Buy
+12,460
New +$341K 0.32% 100
2018
Q2 		$315K Hold
10,560
– – 0.32% 93
2018
Q1 		$289K Buy
+10,560
New +$298K 0.38% 86

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

Pacific Sun Financial's DES Position: Q1 2026 in Review

Pacific Sun Financial reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.7% in Q1 2026, selling an estimated $5.41K and leaving 8,920 shares worth $321K. The position accounts for 0.16% of the portfolio, ranked #157.

Pacific Sun Financial first reported a position in DES in Q1 2018 and has held it in 26 quarters since. The position peaked at $422K in Q4 2021. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Pacific Sun Financial held 8,920 shares of WisdomTree US SmallCap Dividend Fund worth $321K as of Q1 2026.
  • Pacific Sun Financial sold 150 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $5.41K.
  • WisdomTree US SmallCap Dividend Fund made up 0.16% of Pacific Sun Financial's portfolio in Q1 2026, its #157 holding.
  • Pacific Sun Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and has held it in 26 quarters since.
  • Pacific Sun Financial's WisdomTree US SmallCap Dividend Fund position peaked at $422K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.