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Principal Securities’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Principal Securities’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 		$1.33M Buy
32,708
+1,360
+4% +$52.4K 0.02% 687
2026
Q1 		$1.13M Sell
31,348
-294
-0.9% -$10.6K 0.02% 690
2025
Q4 		$1.06M Sell
31,642
-612
-2% -$20.4K 0.02% 679
2025
Q3 		$1.09M Buy
32,254
+172
+0.5% +$5.71K 0.02% 641
2025
Q2 		$1.02M Buy
32,082
+1,350
+4% +$41.6K 0.02% 605
2025
Q1 		$1.06M Buy
30,732
+766
+3% +$25.8K 0.02% 535
2024
Q4 		$1.03M Buy
29,966
+2,828
+10% +$100K 0.02% 542
2024
Q3 		$936K Buy
27,138
+1,025
+4% +$34.1K 0.02% 543
2024
Q2 		$813K Sell
26,113
-1,009
-4% -$31.7K 0.02% 536
2024
Q1 		$886K Sell
27,122
-2,663
-9% -$83.3K 0.03% 486
2023
Q4 		$958K Buy
+29,785
New +$865K 0.04% 424

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

Principal Securities's DES Position: Q2 2026 in Review

Principal Securities increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.3% in Q2 2026, buying an estimated $52.4K and bringing the position to 32,708 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #687.

Principal Securities first reported a position in DES in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Principal Securities held 32,708 shares of WisdomTree US SmallCap Dividend Fund worth $1.33M as of Q2 2026.
  • Principal Securities bought 1,360 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $52.4K.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Principal Securities's portfolio in Q2 2026, its #687 holding.
  • Principal Securities first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.