Rothschild Investment LLC’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Rothschild Investment LLC’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	$6.25K	Buy	154 +1	+0.7%	+$39	﹤0.01%	2155
2026 Q1	$5.49K	Buy	153 +1	+0.7%	+$36	﹤0.01%	2007
2025 Q4	$5.1K	Buy	152 +1	+0.7%	+$33	﹤0.01%	1870
2025 Q3	$5.09K	Buy	151 +1	+0.7%	+$33	﹤0.01%	1701
2025 Q2	$4.77K	Buy	150 +1	+0.7%	+$31	﹤0.01%	1535
2025 Q1	$4.77K	Buy	149 +75	+101%	+$2.52K	﹤0.01%	1458
2024 Q4	$2.53K	Buy	74 +1	+1%	+$35	﹤0.01%	1659
2024 Q3	$2.53K	Hold	73	–	–	﹤0.01%	1606
2024 Q2	$2.27K	Buy	+73	New	+$2.29K	﹤0.01%	1353

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Rothschild Investment LLC's DES Position: Q2 2026 in Review

Rothschild Investment LLC increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.65% in Q2 2026, buying an estimated $39 and bringing the position to 154 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Rothschild Investment LLC first reported a position in DES in Q2 2024 and has held it in 9 quarters since. 360 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Rothschild Investment LLC held 154 shares of WisdomTree US SmallCap Dividend Fund worth $6.25K as of Q2 2026.
Rothschild Investment LLC bought 1 WisdomTree US SmallCap Dividend Fund share in Q2 2026, an estimated $39.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2155 holding.
Rothschild Investment LLC first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
360 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.