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DES icon

SignatureFD’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SignatureFD’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 		$8.14K Hold
200
– – ﹤0.01% 2718
2026
Q1 		$7.19K Hold
200
– – ﹤0.01% 2649
2025
Q4 		$6.69K Hold
200
– – ﹤0.01% 2584
2025
Q3 		$6.74K Hold
200
– – ﹤0.01% 2547
2025
Q2 		$6.35K Sell
200
-1,161
-85% -$35.8K ﹤0.01% 2513
2025
Q1 		$43.5K Hold
1,361
– – ﹤0.01% 1656
2024
Q4 		$46.8K Hold
1,361
– – ﹤0.01% 1625
2024
Q3 		$46.9K Sell
1,361
-250
-16% -$8.31K ﹤0.01% 1607
2024
Q2 		$50.2K Buy
1,611
+450
+39% +$14.1K ﹤0.01% 1508
2024
Q1 		$37.9K Hold
1,161
– – ﹤0.01% 1687
2023
Q4 		$37.3K Hold
1,161
– – ﹤0.01% 1611
2023
Q3 		$32.7K Hold
1,161
– – ﹤0.01% 1609
2023
Q2 		$33.4K Hold
1,161
– – ﹤0.01% 1644
2023
Q1 		$33.2K Hold
1,161
– – ﹤0.01% 1598
2022
Q4 		$33K Hold
1,161
– – ﹤0.01% 1565
2022
Q3 		$30K Hold
1,161
– – ﹤0.01% 1547
2022
Q2 		$33K Hold
1,161
– – ﹤0.01% 1516
2022
Q1 		$37K Hold
1,161
– – ﹤0.01% 1516
2021
Q4 		$38K Hold
1,161
– – ﹤0.01% 1464
2021
Q3 		$36K Hold
1,161
– – ﹤0.01% 1472
2021
Q2 		$37K Hold
1,161
– – ﹤0.01% 1415
2021
Q1 		$36K Hold
1,161
– – ﹤0.01% 1323
2020
Q4 		$31K Hold
1,161
– – ﹤0.01% 1283
2020
Q3 		$24K Hold
1,161
– – ﹤0.01% 1287
2020
Q2 		$25K Hold
1,161
– – ﹤0.01% 1236
2020
Q1 		$21K Hold
1,161
– – ﹤0.01% 1210
2019
Q4 		$33K Hold
1,161
– – ﹤0.01% 1113
2019
Q3 		$32K Hold
1,161
– – ﹤0.01% 1073
2019
Q2 		$31K Hold
1,161
– – ﹤0.01% 1056
2019
Q1 		$32K Hold
1,161
– – ﹤0.01% 1010
2018
Q4 		$28K Buy
+1,161
New +$31.6K ﹤0.01% 1028
2015
Q2 		– Sell
-1,044
Closed -$25K – 1079
2015
Q1 		$25K Buy
+1,044
New +$24.6K 0.01% 392

Other funds holding DES

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

SignatureFD's DES Position: Q2 2026 in Review

SignatureFD held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 200 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

SignatureFD first reported a position in DES in Q1 2015 and has held it in 32 quarters since. The position peaked at $50.2K in Q2 2024. 107 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • SignatureFD held 200 shares of WisdomTree US SmallCap Dividend Fund worth $8.14K as of Q2 2026.
  • SignatureFD left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2718 holding.
  • SignatureFD first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2015 and has held it in 32 quarters since.
  • SignatureFD's WisdomTree US SmallCap Dividend Fund position peaked at $50.2K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.