Simplex Trading
DES icon

Simplex Trading’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Simplex Trading’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
Q1 		– Sell
-1
Closed -$33 – 9523
2025
Q4 		$33 Sell
1
-159
-99% -$5.31K ﹤0.01% 8331
2025
Q3 		$5K Buy
160
+130
+433% +$4.32K ﹤0.01% 8294
2025
Q2 		$0 Buy
+30
New +$924 ﹤0.01% 9101
2022
Q3 		– Sell
-2,529
Closed -$71K – 10341
2022
Q2 		$71K Buy
+2,529
New +$75.9K ﹤0.01% 6013
2022
Q1 		– Sell
-89
Closed -$2K – 10763
2021
Q4 		$2K Buy
+89
New +$2.88K ﹤0.01% 9969
2021
Q1 		– Sell
-1,000
Closed -$26K – 9180
2020
Q4 		$26K Buy
1,000
+889
+801% +$21.6K ﹤0.01% 6779
2020
Q3 		$2K Sell
111
-204
-65% -$4.44K ﹤0.01% 7406
2020
Q2 		$6K Buy
+315
New +$6.26K ﹤0.01% 6882
2019
Q1 		– Sell
-5
Closed – – 7401
2018
Q4 		$0 Buy
+5
New +$136 ﹤0.01% 7281
2018
Q3 		– Sell
-90
Closed -$2K – 7665
2018
Q2 		$2K Buy
+90
New +$2.6K ﹤0.01% 7027

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return