Stifel Financial
DES icon

Stifel Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Stifel Financial’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
Q1 		$5.27M Buy
146,727
+10,058
+7% +$363K ﹤0.01% 1317
2025
Q4 		$4.57M Sell
136,669
-9,452
-6% -$316K ﹤0.01% 1392
2025
Q3 		$4.92M Buy
146,121
+3,359
+2% +$112K ﹤0.01% 1320
2025
Q2 		$4.53M Sell
142,762
-90,756
-39% -$2.8M ﹤0.01% 1302
2025
Q1 		$7.46M Buy
233,518
+1,055
+0.5% +$35.5K 0.01% 983
2024
Q4 		$7.98M Sell
232,463
-243,866
-51% -$8.63M 0.01% 959
2024
Q3 		$16.4M Buy
476,329
+255,042
+115% +$8.48M 0.02% 665
2024
Q2 		$6.89M Buy
221,287
+2,878
+1% +$90.4K 0.01% 966
2024
Q1 		$7.14M Sell
218,409
-176
-0.1% -$5.51K 0.01% 949
2023
Q4 		$7.03M Buy
218,585
+5,209
+2% +$151K 0.01% 930
2023
Q3 		$6.02M Buy
213,376
+2,948
+1% +$86.5K 0.01% 942
2023
Q2 		$6.06M Buy
210,428
+33,062
+19% +$922K 0.01% 934
2023
Q1 		$5.07M Buy
177,366
+2,112
+1% +$63.2K 0.01% 1009
2022
Q4 		$4.98M Buy
175,254
+69,607
+66% +$2M 0.01% 983
2022
Q3 		$2.72M Buy
105,647
+7,620
+8% +$221K ﹤0.01% 1260
2022
Q2 		$2.77M Buy
98,027
+7,020
+8% +$211K ﹤0.01% 1285
2022
Q1 		$2.9M Buy
91,007
+10,781
+13% +$344K ﹤0.01% 1369
2021
Q4 		$2.64M Buy
80,226
+1,584
+2% +$51.2K ﹤0.01% 1434
2021
Q3 		$2.42M Sell
78,642
-6,314
-7% -$198K ﹤0.01% 1450
2021
Q2 		$2.71M Buy
84,956
+1,556
+2% +$50.3K ﹤0.01% 1406
2021
Q1 		$2.6M Buy
83,400
+15,527
+23% +$458K ﹤0.01% 1354
2020
Q4 		$1.8M Buy
67,873
+7,285
+12% +$177K ﹤0.01% 1449
2020
Q3 		$1.28M Sell
60,588
-6,157
-9% -$134K ﹤0.01% 1470
2020
Q2 		$1.41M Sell
66,745
-6,004
-8% -$119K ﹤0.01% 1345
2020
Q1 		$1.31M Sell
72,749
-39,044
-35% -$966K ﹤0.01% 1268
2019
Q4 		$3.21M Buy
111,793
+15,785
+16% +$440K 0.01% 1060
2019
Q3 		$2.63M Buy
96,008
+8,559
+10% +$228K 0.01% 1141
2019
Q2 		$2.37M Buy
87,449
+16,448
+23% +$450K 0.01% 1230
2019
Q1 		$1.95M Buy
71,001
+21,358
+43% +$584K 0.01% 1254
2018
Q4 		$1.22M Sell
49,643
-3,140
-6% -$85.4K ﹤0.01% 1417
2018
Q3 		$1.57M Buy
52,783
+2,796
+6% +$84.1K ﹤0.01% 1401
2018
Q2 		$1.48M Buy
49,987
+921
+2% +$26.6K ﹤0.01% 1381
2018
Q1 		$1.34M Buy
49,066
+12,889
+36% +$364K ﹤0.01% 1378
2017
Q4 		$1.05M Buy
36,177
+2,073
+6% +$59.1K ﹤0.01% 1499
2017
Q3 		$956K Sell
34,104
-10,377
-23% -$277K ﹤0.01% 1509
2017
Q2 		$1.2M Buy
44,481
+6,048
+16% +$162K ﹤0.01% 1387
2017
Q1 		$1.03M Sell
38,433
-10,410
-21% -$282K ﹤0.01% 1441
2016
Q4 		$1.35M Sell
48,843
-387
-0.8% -$10K 0.01% 1229
2016
Q3 		$1.24M Buy
49,230
+1,392
+3% +$34.6K 0.01% 1219
2016
Q2 		$1.14M Buy
47,838
+7,299
+18% +$169K 0.01% 1271
2016
Q1 		$929K Sell
40,539
-39,291
-49% -$819K 0.01% 1267
2015
Q4 		$1.73M Buy
79,830
+24,291
+44% +$538K 0.01% 1032
2015
Q3 		$1.17M Sell
55,539
-7,386
-12% -$165K 0.01% 1155
2015
Q2 		$1.48M Sell
62,925
-954
-1% -$22.7K 0.01% 1162
2015
Q1 		$1.53M Buy
63,879
+50,727
+386% +$1.19M 0.01% 1062
2014
Q4 		$311K Sell
13,152
-1,365
-9% -$31.2K ﹤0.01% 1862
2014
Q3 		$314K Buy
14,517
+675
+5% +$15.3K ﹤0.01% 1775
2014
Q2 		$323K Sell
13,842
-110,883
-89% -$2.51M ﹤0.01% 1735
2014
Q1 		$2.84M Buy
+124,725
New +$2.77M 0.03% 639

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial's DES Position: Q1 2026 in Review

Stifel Financial increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 7.4% in Q1 2026, buying an estimated $363K and bringing the position to 146,727 shares worth $5.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Stifel Financial first reported a position in DES in Q1 2014 and has held it in 49 quarters since. The position peaked at $16.4M in Q3 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Stifel Financial held 146,727 shares of WisdomTree US SmallCap Dividend Fund worth $5.27M as of Q1 2026.
  • Stifel Financial bought 10,058 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $363K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1317 holding.
  • Stifel Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's WisdomTree US SmallCap Dividend Fund position peaked at $16.4M in Q3 2024.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.