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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
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
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

Stock Yards Bank & Trust's DES Position: Q1 2026 in Review

Stock Yards Bank & Trust increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.8% in Q1 2026, buying an estimated $44.1K and bringing the position to 69,212 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #141.

Stock Yards Bank & Trust first reported a position in DES in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.82M in Q1 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Stock Yards Bank & Trust held 69,212 shares of WisdomTree US SmallCap Dividend Fund worth $2.49M as of Q1 2026.
  • Stock Yards Bank & Trust bought 1,224 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $44.1K.
  • WisdomTree US SmallCap Dividend Fund made up 0.08% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #141 holding.
  • Stock Yards Bank & Trust first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 16 quarters since.
  • Stock Yards Bank & Trust's WisdomTree US SmallCap Dividend Fund position peaked at $3.82M in Q1 2024.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.