SJS Investment Consulting’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SJS Investment Consulting’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	$19.9K	Buy	+490	New	+$18.9K	﹤0.01%	800

Other funds holding DES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SJS Investment Consulting's DES Position: Q2 2026 in Review

SJS Investment Consulting opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 490 shares worth $19.9K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings.

268 funds tracked by Wall St. Rank hold DES as of Q2 2026.

SJS Investment Consulting held 490 shares of WisdomTree US SmallCap Dividend Fund worth $19.9K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new SJS Investment Consulting position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #800 holding.
268 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.