Seek First’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Seek First’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	$699K	Sell	17,194 -2	-0%	-$77	0.44%	34
2026 Q1	$618K	Buy	17,196 +47	+0.3%	+$1.7K	0.44%	34
2025 Q4	$574K	Sell	17,149 -4	-0%	-$134	0.4%	39
2025 Q3	$578K	Buy	17,153 +125	+0.7%	+$4.15K	0.42%	36
2025 Q2	$541K	Buy	17,028 +216	+1%	+$6.65K	0.44%	34
2025 Q1	$537K	Buy	+16,812	New	+$565K	0.48%	32

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

Seek First's DES Position: Q2 2026 in Review

Seek First reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.01% in Q2 2026, selling an estimated $77 and leaving 17,194 shares worth $699K. The position accounts for 0.44% of the portfolio, ranked #34.

Seek First first reported a position in DES in Q1 2025 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Seek First held 17,194 shares of WisdomTree US SmallCap Dividend Fund worth $699K as of Q2 2026.
Seek First sold 2 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $77.
WisdomTree US SmallCap Dividend Fund made up 0.44% of Seek First's portfolio in Q2 2026, its #34 holding.
Seek First first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.