Smartleaf Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Smartleaf Asset Management’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	$1.38K	Hold	34	–	–	﹤0.01%	3033
2026 Q1	$1.2K	Sell	34 -17	-33%	-$613	﹤0.01%	3082
2025 Q4	$1.72K	Buy	51 +1	+2%	+$33	﹤0.01%	3029
2025 Q3	$1.68K	Sell	50 -6	-11%	-$199	﹤0.01%	2650
2025 Q2	$1.78K	Buy	56 +5	+10%	+$154	﹤0.01%	2365
2025 Q1	$1.63K	Buy	51 +2	+4%	+$67	﹤0.01%	2515
2024 Q4	$1.67K	Buy	49 +2	+4%	+$71	﹤0.01%	2569
2024 Q3	$1.61K	Buy	47 +4	+9%	+$133	﹤0.01%	2544
2024 Q2	$1.32K	Buy	43 +1	+2%	+$31	﹤0.01%	2349
2024 Q1	$1.36K	Buy	+42	New	+$1.31K	﹤0.01%	1549

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 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

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

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

Smartleaf Asset Management's DES Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 34 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

Smartleaf Asset Management first reported a position in DES in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78K in Q2 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Smartleaf Asset Management held 34 shares of WisdomTree US SmallCap Dividend Fund worth $1.38K as of Q2 2026.
Smartleaf Asset Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #3033 holding.
Smartleaf Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Smartleaf Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $1.78K in Q2 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.