SGK
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Steigerwald Gordon & Koch’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Steigerwald Gordon & Koch’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 		$35.2K Sell
865
-135
-14% -$5.2K ﹤0.01% 358
2026
Q1 		$35.9K Hold
1,000
– – ﹤0.01% 347
2025
Q4 		$33.5K Hold
1,000
– – ﹤0.01% 368
2025
Q3 		$33.7K Buy
+1,000
New +$33.2K ﹤0.01% 354

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

Steigerwald Gordon & Koch's DES Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 14% in Q2 2026, selling an estimated $5.2K and leaving 865 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Steigerwald Gordon & Koch first reported a position in DES in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.9K in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Steigerwald Gordon & Koch held 865 shares of WisdomTree US SmallCap Dividend Fund worth $35.2K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 135 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $5.2K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #358 holding.
  • Steigerwald Gordon & Koch first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's WisdomTree US SmallCap Dividend Fund position peaked at $35.9K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.