SMC
DES icon

Smith, Moore & Co’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Smith, Moore & Co’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 		$930K Buy
22,872
+4
+0% +$154 0.06% 248
2026
Q1 		$822K Sell
22,868
-2,742
-11% -$98.9K 0.06% 244
2025
Q4 		$857K Buy
25,610
+5
+0% +$167 0.06% 229
2025
Q3 		$862K Buy
25,605
+4
+0% +$133 0.07% 231
2025
Q2 		$813K Buy
25,601
+5
+0% +$154 0.07% 233
2025
Q1 		$818K Buy
25,596
+2
+0% +$67 0.08% 231
2024
Q4 		$879K Buy
25,594
+4
+0% +$141 0.08% 208
2024
Q3 		$883K Buy
25,590
+4
+0% +$133 0.08% 197
2024
Q2 		$797K Buy
25,586
+1,505
+6% +$47.3K 0.08% 203
2024
Q1 		$787K Sell
24,081
-20
-0.1% -$626 0.08% 200
2023
Q4 		$775K Buy
24,101
+6,453
+37% +$187K 0.09% 189
2023
Q3 		$498K Hold
17,648
– – 0.07% 240
2023
Q2 		$508K Hold
17,648
– – 0.06% 244
2023
Q1 		$504K Sell
17,648
-847
-5% -$25.4K 0.07% 238
2022
Q4 		$526K Buy
+18,495
New +$531K 0.07% 225

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Smith, Moore & Co's DES Position: Q2 2026 in Review

Smith, Moore & Co increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.02% in Q2 2026, buying an estimated $154 and bringing the position to 22,872 shares worth $930K. The position accounts for 0.06% of the portfolio, ranked #248.

Smith, Moore & Co first reported a position in DES in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Smith, Moore & Co held 22,872 shares of WisdomTree US SmallCap Dividend Fund worth $930K as of Q2 2026.
  • Smith, Moore & Co bought 4 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $154.
  • WisdomTree US SmallCap Dividend Fund made up 0.06% of Smith, Moore & Co's portfolio in Q2 2026, its #248 holding.
  • Smith, Moore & Co first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.