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Pinnacle Associates’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Pinnacle Associates’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 		$408K Sell
10,021
-160
-2% -$6.17K ﹤0.01% 749
2026
Q1 		$366K Sell
10,181
-2,154
-17% -$77.7K ﹤0.01% 732
2025
Q4 		$413K Sell
12,335
-685
-5% -$22.9K 0.01% 702
2025
Q3 		$439K Sell
13,020
-819
-6% -$27.2K 0.01% 667
2025
Q2 		$440K Sell
13,839
-250
-2% -$7.7K 0.01% 654
2025
Q1 		$450K Sell
14,089
-961
-6% -$32.3K 0.01% 629
2024
Q4 		$517K Sell
15,050
-4,364
-22% -$154K 0.01% 598
2024
Q3 		$625K Buy
19,414
+4,036
+26% +$134K 0.01% 534
2024
Q2 		$479K Sell
15,378
-1,709
-10% -$53.7K 0.01% 592
2024
Q1 		$558K Sell
17,087
-2,327
-12% -$72.8K 0.01% 563
2023
Q4 		$625K Sell
19,414
-2,575
-12% -$74.8K 0.01% 543
2023
Q3 		$620K Sell
21,989
-701
-3% -$20.6K 0.01% 531
2023
Q2 		$653K Sell
22,690
-4,190
-16% -$117K 0.01% 533
2023
Q1 		$768K Sell
26,880
-2,897
-10% -$86.7K 0.02% 455
2022
Q4 		$847K Sell
29,777
-2,170
-7% -$62.3K 0.02% 426
2022
Q3 		$822K Sell
31,947
-4,960
-13% -$144K 0.02% 428
2022
Q2 		$1.04M Sell
36,907
-5,910
-14% -$177K 0.02% 402
2022
Q1 		$1.36M Sell
42,817
-1,945
-4% -$62.1K 0.02% 399
2021
Q4 		$1.47M Sell
44,762
-4,120
-8% -$133K 0.03% 388
2021
Q3 		$1.51M Sell
48,882
-2,150
-4% -$67.5K 0.03% 380
2021
Q2 		$1.63M Sell
51,032
-1,675
-3% -$54.2K 0.03% 362
2021
Q1 		$1.64M Sell
52,707
-60
-0.1% -$1.77K 0.03% 353
2020
Q4 		$1.4M Sell
52,767
-4,935
-9% -$120K 0.03% 352
2020
Q3 		$1.22M Sell
57,702
-15,760
-21% -$343K 0.03% 345
2020
Q2 		$1.56M Buy
73,462
+1,769
+2% +$35.2K 0.04% 305
2020
Q1 		$1.29M Buy
71,693
+29,192
+69% +$722K 0.04% 306
2019
Q4 		$1.22M Buy
42,501
+4,237
+11% +$118K 0.03% 371
2019
Q3 		$1.05M Buy
38,264
+1,901
+5% +$50.7K 0.02% 392
2019
Q2 		$986K Buy
36,363
+2,976
+9% +$81.4K 0.02% 411
2019
Q1 		$919K Buy
33,387
+10,190
+44% +$278K 0.02% 424
2018
Q4 		$569K Sell
23,197
-10,451
-31% -$284K 0.01% 490
2018
Q3 		$1M Buy
33,648
+2,775
+9% +$83.5K 0.02% 413
2018
Q2 		$915K Buy
30,873
+4,260
+16% +$123K 0.02% 420
2018
Q1 		$729K Buy
26,613
+963
+4% +$27.2K 0.01% 459
2017
Q4 		$745K Buy
25,650
+750
+3% +$21.4K 0.01% 444
2017
Q3 		$697K Buy
24,900
+1,320
+6% +$35.3K 0.01% 452
2017
Q2 		$633K Buy
23,580
+8,415
+55% +$226K 0.01% 465
2017
Q1 		$408K Buy
+15,165
New +$411K 0.01% 515

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Associates's DES Position: Q2 2026 in Review

Pinnacle Associates reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.6% in Q2 2026, selling an estimated $6.17K and leaving 10,021 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Pinnacle Associates first reported a position in DES in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.64M in Q1 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Pinnacle Associates held 10,021 shares of WisdomTree US SmallCap Dividend Fund worth $408K as of Q2 2026.
  • Pinnacle Associates sold 160 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $6.17K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #749 holding.
  • Pinnacle Associates first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and has held it in 38 quarters since.
  • Pinnacle Associates's WisdomTree US SmallCap Dividend Fund position peaked at $1.64M in Q1 2021.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.