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

Stock Yards 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	$2.79M	Sell	68,545 -667	-1%	-$25.7K	0.08%	135
2026 Q1	$2.49M	Buy	69,212 +1,224	+2%	+$44.1K	0.08%	141
2025 Q4	$2.27M	Buy	67,988 +4,705	+7%	+$157K	0.07%	147
2025 Q3	$2.13M	Sell	63,283 -6,504	-9%	-$216K	0.07%	153
2025 Q2	$2.22M	Buy	69,787 +9,438	+16%	+$291K	0.07%	139
2025 Q1	$1.93M	Sell	60,349 -22,157	-27%	-$745K	0.07%	149
2024 Q4	$2.83M	Sell	82,506 -12,723	-13%	-$450K	0.1%	120
2024 Q3	$3.28M	Sell	95,229 -9,625	-9%	-$320K	0.11%	125
2024 Q2	$3.27M	Sell	104,854 -11,887	-10%	-$373K	0.11%	126
2024 Q1	$3.82M	Buy	116,741 +2,098	+2%	+$65.6K	0.13%	118
2023 Q4	$3.69M	Buy	114,643 +1,365	+1%	+$39.6K	0.13%	119
2023 Q3	$3.19M	Buy	113,278 +9,925	+10%	+$291K	0.12%	125
2023 Q2	$2.98M	Buy	103,353 +32,050	+45%	+$893K	0.11%	138
2023 Q1	$2.04M	Sell	71,303 -4,026	-5%	-$121K	0.08%	159
2022 Q4	$2.14M	Sell	75,329 -4,895	-6%	-$141K	0.08%	154
2022 Q3	$2.06M	Buy	80,224 +590	+0.7%	+$17.1K	0.09%	152
2022 Q2	$2.25M	Buy	+79,634	New	+$2.39M	0.09%	148

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 29.18% 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

Stock Yards Bank & Trust's DES Position: Q2 2026 in Review

Stock Yards Bank & Trust reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.96% in Q2 2026, selling an estimated $25.7K and leaving 68,545 shares worth $2.79M. The position accounts for 0.08% of the portfolio, ranked #135.

Stock Yards Bank & Trust first reported a position in DES in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.82M in Q1 2024. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Stock Yards Bank & Trust held 68,545 shares of WisdomTree US SmallCap Dividend Fund worth $2.79M as of Q2 2026.
Stock Yards Bank & Trust sold 667 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $25.7K.
WisdomTree US SmallCap Dividend Fund made up 0.08% of Stock Yards Bank & Trust's portfolio in Q2 2026, its #135 holding.
Stock Yards Bank & Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 17 quarters since.
Stock Yards Bank & Trust's WisdomTree US SmallCap Dividend Fund position peaked at $3.82M in Q1 2024.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.