SBI Securities’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SBI Securities’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	$46.5K	Sell	1,143 -95	-8%	-$3.66K	﹤0.01%	1188
2026 Q1	$44.5K	Sell	1,238 -187	-13%	-$6.74K	﹤0.01%	1145
2025 Q4	$47.7K	Buy	1,425 +3	+0.2%	+$100	﹤0.01%	1103
2025 Q3	$47.9K	Hold	1,422	–	–	﹤0.01%	1103
2025 Q2	$45.2K	Buy	1,422 +13	+0.9%	+$400	﹤0.01%	1091
2025 Q1	$45K	Buy	1,409 +22	+2%	+$740	﹤0.01%	1019
2024 Q4	$47.6K	Buy	+1,387	New	+$49.1K	﹤0.01%	1005

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 29.2% 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

SBI Securities's DES Position: Q2 2026 in Review

SBI Securities reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 7.7% in Q2 2026, selling an estimated $3.66K and leaving 1,143 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

SBI Securities first reported a position in DES in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.9K in Q3 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

SBI Securities held 1,143 shares of WisdomTree US SmallCap Dividend Fund worth $46.5K as of Q2 2026.
SBI Securities sold 95 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.66K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1188 holding.
SBI Securities first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
SBI Securities's WisdomTree US SmallCap Dividend Fund position peaked at $47.9K in Q3 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.