Russell Investments Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Russell Investments Group’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	$17.3K	Buy	482 +300	+165%	+$10.8K	﹤0.01%	3660
2025 Q4	$6.08K	Buy	182 +101	+125%	+$3.37K	﹤0.01%	3881
2025 Q3	$2.73K	Hold	81	–	–	﹤0.01%	3968
2025 Q2	$2.57K	Buy	+81	New	+$2.5K	﹤0.01%	3565
2025 Q1	–	Sell	-691	Closed	-$23.7K	–	3820
2024 Q4	$23.7K	Hold	691	–	–	﹤0.01%	2971
2024 Q3	$23.8K	Sell	691 -9	-1%	-$299	﹤0.01%	2924
2024 Q2	$21.8K	Buy	+700	New	+$22K	﹤0.01%	2923

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Russell Investments Group's DES Position: Q1 2026 in Review

Russell Investments Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 165% in Q1 2026, buying an estimated $10.8K and bringing the position to 482 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

Russell Investments Group first reported a position in DES in Q2 2024 and has held it in 7 quarters since. The position peaked at $23.8K in Q3 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Russell Investments Group held 482 shares of WisdomTree US SmallCap Dividend Fund worth $17.3K as of Q1 2026.
Russell Investments Group bought 300 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $10.8K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q1 2026, its #3660 holding.
Russell Investments Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 7 quarters since.
Russell Investments Group's WisdomTree US SmallCap Dividend Fund position peaked at $23.8K in Q3 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.