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	–	9279
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%	8845
2022 Q3	–	Sell	-2,529	Closed	-$71K	–	10070
2022 Q2	$71K	Buy	+2,529	New	+$75.9K	﹤0.01%	6013
2022 Q1	–	Sell	-89	Closed	-$2K	–	10554
2021 Q4	$2K	Buy	+89	New	+$2.88K	﹤0.01%	9969
2021 Q1	–	Sell	-1,000	Closed	-$26K	–	9027
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	–	–	7243
2018 Q4	$0	Buy	+5	New	+$136	﹤0.01%	7141
2018 Q3	–	Sell	-90	Closed	-$2K	–	7511
2018 Q2	$2K	Buy	+90	New	+$2.6K	﹤0.01%	7027

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Simplex Trading's DES Position: Q1 2026 in Review

Simplex Trading sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026, closing a stake of 1 share — an estimated $33 sold.

Simplex Trading first reported a position in DES in Q2 2018 and held it in 10 quarters. The position peaked at $71K in Q2 2022. 352 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Simplex Trading reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Simplex Trading sold 1 WisdomTree US SmallCap Dividend Fund share in Q1 2026, an estimated $33.
Simplex Trading first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and held it in 10 quarters.
Simplex Trading's WisdomTree US SmallCap Dividend Fund position peaked at $71K in Q2 2022.
352 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.