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Southern Michigan Bank & Trust’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Southern Michigan Bank & Trust’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 		$250K Buy
6,152
+14
+0.2% +$539 0.09% 75
2026
Q1 		$221K Buy
+6,138
New +$221K 0.08% 76

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Southern Michigan Bank & Trust's DES Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.23% in Q2 2026, buying an estimated $539 and bringing the position to 6,152 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #75.

Southern Michigan Bank & Trust first reported a position in DES in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Southern Michigan Bank & Trust held 6,152 shares of WisdomTree US SmallCap Dividend Fund worth $250K as of Q2 2026.
  • Southern Michigan Bank & Trust bought 14 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $539.
  • WisdomTree US SmallCap Dividend Fund made up 0.09% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #75 holding.
  • Southern Michigan Bank & Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 360 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.