SWM
DES icon

Stonebridge Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Stonebridge Wealth Management’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 		$5.97M Buy
146,670
+6,053
+4% +$233K 5.34% 7
2026
Q1 		$5.05M Sell
140,617
-6,014
-4% -$217K 4.84% 7
2025
Q4 		$4.9M Sell
146,631
-82,482
-36% -$2.76M 4.63% 7
2025
Q3 		$7.72M Buy
229,113
+686
+0.3% +$22.8K 6.62% 4
2025
Q2 		$7.25M Buy
+228,427
New +$7.03M 6.84% 4

Other funds holding DES

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Stonebridge Wealth Management's DES Position: Q2 2026 in Review

Stonebridge Wealth Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.3% in Q2 2026, buying an estimated $233K and bringing the position to 146,670 shares worth $5.97M. The position accounts for 5.34% of the portfolio, ranked #7.

Stonebridge Wealth Management first reported a position in DES in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.72M in Q3 2025. 58 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Stonebridge Wealth Management held 146,670 shares of WisdomTree US SmallCap Dividend Fund worth $5.97M as of Q2 2026.
  • Stonebridge Wealth Management bought 6,053 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $233K.
  • WisdomTree US SmallCap Dividend Fund made up 5.34% of Stonebridge Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Stonebridge Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • Stonebridge Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $7.72M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.