Savant Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Savant Capital’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	$1.48M	Buy	37,933 +23,328	+160%	+$899K	﹤0.01%	710
2026 Q1	$525K	Buy	14,605 +7	+0%	+$252	﹤0.01%	888
2025 Q4	$488K	Sell	14,598 -1,723	-11%	-$57.6K	﹤0.01%	848
2025 Q3	$550K	Buy	16,321 +5,957	+57%	+$198K	﹤0.01%	763
2025 Q2	$329K	Buy	+10,364	New	+$319K	﹤0.01%	920
2024 Q4	–	Sell	-7,787	Closed	-$269K	–	1443
2024 Q3	$269K	Buy	7,787 +559	+8%	+$18.6K	﹤0.01%	1147
2024 Q2	$225K	Buy	7,228 +3	+0%	+$94	﹤0.01%	1093
2024 Q1	$236K	Buy	7,225 +72	+1%	+$2.25K	﹤0.01%	977
2023 Q4	$230K	Buy	+7,153	New	+$208K	﹤0.01%	780
2023 Q1	–	Sell	-7,580	Closed	-$216K	–	731
2022 Q4	$216K	Buy	+7,580	New	+$218K	0.01%	545

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 29.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Savant Capital's DES Position: Q2 2026 in Review

Savant Capital increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 160% in Q2 2026, buying an estimated $899K and bringing the position to 37,933 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Savant Capital first reported a position in DES in Q4 2022 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Savant Capital held 37,933 shares of WisdomTree US SmallCap Dividend Fund worth $1.48M as of Q2 2026.
Savant Capital bought 23,328 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $899K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #710 holding.
Savant Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.