Plimoth Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $287K | Sell |
7,980
-360
| -4% | -$13K | 0.06% | 151 |
|
|
2025
Q4 | $279K | Sell |
8,340
-250
| -3% | -$8.35K | 0.06% | 151 |
|
|
2025
Q3 | $289K | Sell |
8,590
-310
| -3% | -$10.3K | 0.07% | 150 |
|
|
2025
Q2 | $283K | Sell |
8,900
-431
| -5% | -$13.3K | 0.07% | 152 |
|
|
2025
Q1 | $298K | Sell |
9,331
-40
| -0.4% | -$1.34K | 0.08% | 148 |
|
|
2024
Q4 | $322K | Hold |
9,371
| – | – | 0.08% | 139 |
|
|
2024
Q3 | $323K | Sell |
9,371
-40
| -0.4% | -$1.33K | 0.08% | 139 |
|
|
2024
Q2 | $293K | Sell |
9,411
-35
| -0.4% | -$1.1K | 0.08% | 142 |
|
|
2024
Q1 | $309K | Sell |
9,446
-3,475
| -27% | -$109K | 0.08% | 141 |
|
|
2023
Q4 | $416K | Sell |
12,921
-1,652
| -11% | -$48K | 0.12% | 131 |
|
|
2023
Q3 | $411K | Sell |
14,573
-510
| -3% | -$15K | 0.13% | 128 |
|
|
2023
Q2 | $434K | Buy |
15,083
+850
| +6% | +$23.7K | 0.13% | 121 |
|
|
2023
Q1 | $406K | Sell |
14,233
-4,180
| -23% | -$125K | 0.13% | 129 |
|
|
2022
Q4 | $524K | Buy |
18,413
+233
| +1% | +$6.69K | 0.17% | 122 |
|
|
2022
Q3 | $468K | Sell |
18,180
-120
| -0.7% | -$3.48K | 0.16% | 121 |
|
|
2022
Q2 | $517K | Sell |
18,300
-155
| -0.8% | -$4.65K | 0.16% | 124 |
|
|
2022
Q1 | $588K | Buy |
18,455
+9
| +0% | +$287 | 0.16% | 121 |
|
|
2021
Q4 | $606K | Buy |
18,446
+380
| +2% | +$12.3K | 0.15% | 123 |
|
|
2021
Q3 | $557K | Sell |
18,066
-190
| -1% | -$5.96K | 0.16% | 123 |
|
|
2021
Q2 | $582K | Buy |
18,256
+611
| +3% | +$19.8K | 0.16% | 123 |
|
|
2021
Q1 | $549K | Sell |
17,645
-60
| -0.3% | -$1.77K | 0.16% | 126 |
|
|
2020
Q4 | $471K | Buy |
17,705
+264
| +2% | +$6.41K | 0.15% | 125 |
|
|
2020
Q3 | $368K | Sell |
17,441
-281
| -2% | -$6.12K | 0.12% | 133 |
|
|
2020
Q2 | $375K | Sell |
17,722
-28,866
| -62% | -$574K | 0.13% | 133 |
|
|
2020
Q1 | $840K | Buy |
46,588
+3,768
| +9% | +$93.2K | 0.35% | 88 |
|
|
2019
Q4 | $1.23M | Sell |
42,820
-25,937
| -38% | -$723K | 0.4% | 79 |
|
|
2019
Q3 | $1.88M | Sell |
68,757
-15,597
| -18% | -$416K | 0.62% | 52 |
|
|
2019
Q2 | $2.29M | Buy |
84,354
+3,950
| +5% | +$108K | 0.75% | 35 |
|
|
2019
Q1 | $2.21M | Sell |
80,404
-5,326
| -6% | -$146K | 0.74% | 38 |
|
|
2018
Q4 | $2.1M | Buy |
85,730
+2,751
| +3% | +$74.8K | 0.78% | 38 |
|
|
2018
Q3 | $2.46M | Sell |
82,979
-4,316
| -5% | -$130K | 0.8% | 41 |
|
|
2018
Q2 | $2.59M | Sell |
87,295
-2,365
| -3% | -$68.2K | 0.89% | 30 |
|
|
2018
Q1 | $2.46M | Sell |
89,660
-3,512
| -4% | -$99.1K | 0.85% | 35 |
|
|
2017
Q4 | $2.71M | Buy |
+93,172
| New | +$2.66M | 0.97% | 29 |
|
Other funds holding DES
Plimoth Trust's DES Position: Q1 2026 in Review
Plimoth Trust reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.3% in Q1 2026, selling an estimated $13K and leaving 7,980 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #151.
Plimoth Trust first reported a position in DES in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.71M in Q4 2017. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.
- Plimoth Trust held 7,980 shares of WisdomTree US SmallCap Dividend Fund worth $287K as of Q1 2026.
- Plimoth Trust sold 360 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $13K.
- WisdomTree US SmallCap Dividend Fund made up 0.06% of Plimoth Trust's portfolio in Q1 2026, its #151 holding.
- Plimoth Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and has held it in 34 quarters since.
- Plimoth Trust's WisdomTree US SmallCap Dividend Fund position peaked at $2.71M in Q4 2017.
- 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.
Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.