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Sawyer Falduto Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sawyer Falduto Asset Management’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 		$28.5K Sell
701
-233
-25% -$8.98K 0.02% 128
2026
Q1 		$33.6K Hold
934
– – 0.03% 122
2025
Q4 		$31.3K Buy
+934
New +$31.2K 0.03% 123

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

Sawyer Falduto Asset Management's DES Position: Q2 2026 in Review

Sawyer Falduto Asset Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 25% in Q2 2026, selling an estimated $8.98K and leaving 701 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #128.

Sawyer Falduto Asset Management first reported a position in DES in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.6K in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Sawyer Falduto Asset Management held 701 shares of WisdomTree US SmallCap Dividend Fund worth $28.5K as of Q2 2026.
  • Sawyer Falduto Asset Management sold 233 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $8.98K.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Sawyer Falduto Asset Management's portfolio in Q2 2026, its #128 holding.
  • Sawyer Falduto Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Sawyer Falduto Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $33.6K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Sawyer Falduto Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.