SouthState Corp’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SouthState Corp’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	$13.4K	Hold	329	–	–	﹤0.01%	658
2026 Q1	$11.8K	Sell	329 -17,203	-98%	-$620K	﹤0.01%	632
2025 Q4	$586K	Sell	17,532 -150	-0.8%	-$5.01K	0.03%	250
2025 Q3	$596K	Hold	17,682	–	–	0.03%	243
2025 Q2	$562K	Hold	17,682	–	–	0.02%	264
2025 Q1	$565K	Sell	17,682 -84	-0.5%	-$2.83K	0.03%	256
2024 Q4	$610K	Hold	17,766	–	–	0.04%	191
2024 Q3	$613K	Hold	17,766	–	–	0.04%	186
2024 Q2	$553K	Buy	17,766 +17,287	+3,609%	+$543K	0.04%	189
2024 Q1	$15.7K	Hold	479	–	–	﹤0.01%	475
2023 Q4	$15.4K	Hold	479	–	–	﹤0.01%	437
2023 Q3	$13.5K	Hold	479	–	–	﹤0.01%	436
2023 Q2	$13.8K	Hold	479	–	–	﹤0.01%	446
2023 Q1	$13.7K	Hold	479	–	–	﹤0.01%	477
2022 Q4	$13.6K	Hold	479	–	–	﹤0.01%	521
2022 Q3	$12K	Hold	479	–	–	﹤0.01%	519
2022 Q2	$14K	Hold	479	–	–	﹤0.01%	540
2022 Q1	$15K	Hold	479	–	–	﹤0.01%	568
2021 Q4	$16K	Buy	+479	New	+$15.5K	﹤0.01%	511

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

SouthState Corp's DES Position: Q2 2026 in Review

SouthState Corp held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 329 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

SouthState Corp first reported a position in DES in Q4 2021 and has held it in 19 quarters since. The position peaked at $613K in Q3 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

SouthState Corp held 329 shares of WisdomTree US SmallCap Dividend Fund worth $13.4K as of Q2 2026.
SouthState Corp left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #658 holding.
SouthState Corp first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
SouthState Corp's WisdomTree US SmallCap Dividend Fund position peaked at $613K in Q3 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.