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Salomon & Ludwin’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Salomon & Ludwin’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 		$1.9M Sell
52,401
-1,177
-2% -$42.4K 0.17% 71
2025
Q4 		$1.83M Sell
53,578
-554
-1% -$18.5K 0.16% 71
2025
Q3 		$1.83M Sell
54,132
-3,784
-7% -$126K 0.16% 69
2025
Q2 		$1.91M Sell
57,916
-777
-1% -$23.9K 0.19% 66
2025
Q1 		$1.88M Sell
58,693
-370
-0.6% -$12.4K 0.2% 66
2024
Q4 		$2.03M Sell
59,063
-2,380
-4% -$84.2K 0.21% 63
2024
Q3 		$2.12M Sell
61,443
-7,196
-10% -$239K 0.22% 62
2024
Q2 		$2.12M Sell
68,639
-64,138
-48% -$2.02M 0.24% 61
2024
Q1 		$4.34M Sell
132,777
-9,388
-7% -$294K 0.37% 53
2023
Q4 		$4.01M Hold
142,165
– – 0.42% 46
2023
Q3 		$4.01M Sell
142,165
-1,794
-1% -$52.7K 0.42% 46
2023
Q2 		$4.14M Sell
143,959
-5,268
-4% -$147K 0.44% 45
2023
Q1 		$4.26M Sell
149,227
-574
-0.4% -$17.2K 0.51% 41
2022
Q4 		$4.26M Buy
149,801
+188
+0.1% +$5.4K 0.54% 41
2022
Q3 		$3.85M Sell
149,613
-1,667
-1% -$48.3K 0.58% 38
2022
Q2 		$4.27M Sell
151,280
-1,842
-1% -$55.3K 0.66% 33
2022
Q1 		$4.88M Sell
153,122
-2,054
-1% -$65.6K 0.71% 33
2021
Q4 		$5.1M Sell
155,176
-1,970
-1% -$63.7K 0.72% 32
2021
Q3 		$4.84M Sell
157,146
-5,107
-3% -$160K 0.75% 32
2021
Q2 		$5.17M Sell
162,253
-2,866
-2% -$92.7K 0.81% 31
2021
Q1 		$5.14M Sell
165,119
-13,865
-8% -$409K 0.87% 31
2020
Q4 		$4.76M Sell
178,984
-21,319
-11% -$517K 0.88% 31
2020
Q3 		$4.22M Sell
200,303
-32,746
-14% -$713K 0.88% 30
2020
Q2 		$4.94M Sell
233,049
-137,549
-37% -$2.73M 1.06% 28
2020
Q1 		$6.68M Sell
370,598
-6,766
-2% -$167K 1.72% 20
2019
Q4 		$10.8M Sell
377,364
-31,501
-8% -$878K 2.15% 19
2019
Q3 		$11.2M Sell
408,865
-9,494
-2% -$253K 2.26% 19
2019
Q2 		$11.3M Sell
418,359
-2,726
-0.6% -$74.5K 2.29% 19
2019
Q1 		$11.6M Sell
421,085
-3,768
-0.9% -$103K 2.39% 18
2018
Q4 		$10.4M Buy
+424,853
New +$11.6M 2.41% 18

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Salomon & Ludwin's DES Position: Q1 2026 in Review

Salomon & Ludwin reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.2% in Q1 2026, selling an estimated $42.4K and leaving 52,401 shares worth $1.9M. The position accounts for 0.17% of the portfolio, ranked #71.

Salomon & Ludwin first reported a position in DES in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.6M in Q1 2019. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Salomon & Ludwin held 52,401 shares of WisdomTree US SmallCap Dividend Fund worth $1.9M as of Q1 2026.
  • Salomon & Ludwin sold 1,177 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $42.4K.
  • WisdomTree US SmallCap Dividend Fund made up 0.17% of Salomon & Ludwin's portfolio in Q1 2026, its #71 holding.
  • Salomon & Ludwin first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • Salomon & Ludwin's WisdomTree US SmallCap Dividend Fund position peaked at $11.6M in Q1 2019.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.