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Signature Estate & Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Signature Estate & Investment Advisors’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 		$2.88M Sell
70,780
-10,030
-12% -$387K 0.05% 149
2026
Q1 		$2.9M Sell
80,810
-11,770
-13% -$424K 0.06% 138
2025
Q4 		$3.1M Sell
92,580
-4,114
-4% -$137K 0.06% 134
2025
Q3 		$3.26M Sell
96,694
-2,713
-3% -$90.1K 0.07% 123
2025
Q2 		$3.16M Buy
99,407
+2,571
+3% +$79.2K 0.07% 118
2025
Q1 		$3.09M Buy
96,836
+3,843
+4% +$129K 0.08% 111
2024
Q4 		$3.19M Buy
92,993
+6,537
+8% +$231K 0.08% 98
2024
Q3 		$2.98M Sell
86,456
-66,227
-43% -$2.2M 0.07% 96
2024
Q2 		$4.76M Sell
152,683
-23,147
-13% -$727K 0.12% 70
2024
Q1 		$5.75M Buy
175,830
+13,137
+8% +$411K 0.16% 48
2023
Q4 		$5.23M Sell
162,693
-2,625
-2% -$76.2K 0.15% 53
2023
Q3 		$4.66M Buy
165,318
+6,713
+4% +$197K 0.16% 50
2023
Q2 		$4.57M Buy
158,605
+15,225
+11% +$424K 0.15% 52
2023
Q1 		$4.09M Sell
143,380
-1,638
-1% -$49K 0.14% 55
2022
Q4 		$4.13M Buy
145,018
+372
+0.3% +$10.7K 0.15% 61
2022
Q3 		$3.72M Sell
144,646
-1,107
-0.8% -$32.1K 0.18% 50
2022
Q2 		$4.11M Buy
145,753
+1,745
+1% +$52.4K 0.21% 49
2022
Q1 		$4.59M Buy
144,008
+1,216
+0.9% +$38.8K 0.21% 49
2021
Q4 		$4.69M Sell
142,792
-283
-0.2% -$9.15K 0.21% 47
2021
Q3 		$4.41M Buy
143,075
+5,285
+4% +$166K 0.22% 47
2021
Q2 		$4.39M Buy
137,790
+2,006
+1% +$64.9K 0.2% 49
2021
Q1 		$4.23M Sell
135,784
-15,768
-10% -$465K 0.21% 51
2020
Q4 		$4.03M Sell
151,552
-13,221
-8% -$321K 0.22% 51
2020
Q3 		$3.47M Sell
164,773
-6,676
-4% -$145K 0.22% 52
2020
Q2 		$3.63M Sell
171,449
-29
-0% -$576 0.26% 48
2020
Q1 		$3.09M Buy
171,478
+2,414
+1% +$59.7K 0.25% 52
2019
Q4 		$4.85M Buy
169,064
+2,262
+1% +$63.1K 0.3% 55
2019
Q3 		$4.57M Buy
166,802
+4,766
+3% +$127K 0.3% 55
2019
Q2 		$4.39M Buy
162,036
+8,082
+5% +$221K 0.29% 53
2019
Q1 		$4.24M Buy
153,954
+5,910
+4% +$161K 0.29% 53
2018
Q4 		$3.63M Buy
148,044
+3,477
+2% +$94.6K 0.32% 52
2018
Q3 		$4.29M Sell
144,567
-2,991
-2% -$90K 0.39% 42
2018
Q2 		$4.38M Sell
147,558
-632
-0.4% -$18.2K 0.41% 39
2018
Q1 		$4.06M Sell
148,190
-934
-0.6% -$26.4K 0.41% 43
2017
Q4 		$4.33M Sell
149,124
-3,732
-2% -$106K 0.44% 45
2017
Q3 		$4.28M Buy
152,856
+3,060
+2% +$81.8K 0.48% 39
2017
Q2 		$4.02M Sell
149,796
-1,572
-1% -$42.2K 0.48% 41
2017
Q1 		$4.07M Buy
151,368
+5,982
+4% +$162K 0.51% 40
2016
Q4 		$4.01M Sell
145,386
-11,439
-7% -$296K 0.56% 43
2016
Q3 		$3.93M Buy
156,825
+54,351
+53% +$1.35M 0.58% 41
2016
Q2 		$2.45M Buy
102,474
+22,218
+28% +$516K 0.39% 45
2016
Q1 		$1.84M Buy
80,256
+9,030
+13% +$188K 0.3% 50
2015
Q4 		$1.54M Buy
71,226
+5,451
+8% +$121K 0.27% 59
2015
Q3 		$1.38M Buy
65,775
+6,495
+11% +$145K 0.29% 54
2015
Q2 		$1.39M Buy
59,280
+10,080
+20% +$240K 0.31% 52
2015
Q1 		$1.18M Buy
49,200
+819
+2% +$19.3K 0.31% 50
2014
Q4 		$1.14M Buy
48,381
+2,517
+5% +$57.6K 0.38% 47
2014
Q3 		$993K Buy
45,864
+4,332
+10% +$98.5K 0.35% 45
2014
Q2 		$970K Buy
41,532
+5,358
+15% +$121K 0.34% 44
2014
Q1 		$823K Buy
36,174
+2,901
+9% +$64.4K 0.32% 46
2013
Q4 		$752K Buy
33,273
+5,976
+22% +$130K 0.37% 41
2013
Q3 		$570K Buy
27,297
+5,706
+26% +$117K 0.33% 38
2013
Q2 		$420K Buy
+21,591
New +$414K 0.3% 36

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Signature Estate & Investment Advisors's DES Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 12% in Q2 2026, selling an estimated $387K and leaving 70,780 shares worth $2.88M. The position accounts for 0.05% of the portfolio, ranked #149.

Signature Estate & Investment Advisors first reported a position in DES in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.75M in Q1 2024. 250 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Signature Estate & Investment Advisors held 70,780 shares of WisdomTree US SmallCap Dividend Fund worth $2.88M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 10,030 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $387K.
  • WisdomTree US SmallCap Dividend Fund made up 0.05% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #149 holding.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • Signature Estate & Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $5.75M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.