SS
DES icon

Sunbelt Securities’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sunbelt Securities’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 		$567K Buy
15,776
+1,147
+8% +$41.4K 0.04% 369
2025
Q4 		$489K Sell
14,629
-40
-0.3% -$1.34K 0.03% 407
2025
Q3 		$494K Sell
14,669
-7,893
-35% -$262K 0.03% 394
2025
Q2 		$775K Buy
22,562
+2,513
+13% +$77.4K 0.07% 249
2025
Q1 		$641K Sell
20,049
-2,513
-11% -$84.5K 0.06% 273
2024
Q4 		$771K Hold
22,562
– – 0.07% 251
2024
Q3 		$778K Sell
22,562
-543
-2% -$18.1K 0.08% 246
2024
Q2 		$720K Sell
23,105
-351
-1% -$11K 0.07% 242
2024
Q1 		$767K Sell
23,456
-692
-3% -$21.6K 0.09% 219
2023
Q4 		$777K Hold
24,148
– – 0.1% 222
2023
Q3 		$681K Sell
24,148
-1,010
-4% -$29.6K 0.09% 226
2023
Q2 		$724K Buy
25,158
+8
+0% +$223 0.1% 211
2023
Q1 		$706K Buy
25,150
+1,012
+4% +$30.3K 0.11% 198
2022
Q4 		$686K Buy
24,138
+10
+0% +$287 0.13% 187
2022
Q3 		$621K Buy
24,128
+8
+0% +$232 0.13% 192
2022
Q2 		$681K Sell
24,120
-1,086
-4% -$32.6K 0.14% 183
2022
Q1 		$810K Sell
25,206
-18,367
-42% -$587K 0.15% 177
2021
Q4 		$1.39M Sell
43,573
-5,057
-10% -$164K 0.23% 114
2021
Q3 		$1.5M Hold
48,630
– – 0.27% 96
2021
Q2 		$1.5M Sell
48,630
-2,037
-4% -$65.9K 0.27% 96
2021
Q1 		$1.58M Hold
50,667
– – 0.31% 86
2020
Q4 		$1.35M Sell
50,667
-19,454
-28% -$472K 0.28% 90
2020
Q3 		$1.48M Hold
70,121
– – 0.41% 70
2020
Q2 		$1.49M Sell
70,121
-719
-1% -$14.3K 0.51% 55
2020
Q1 		$1.28M Sell
70,840
-20,083
-22% -$497K 0.05% 130
2019
Q4 		$2.61M Sell
90,923
-6,500
-7% -$181K 0.27% 83
2019
Q3 		$2.67M Buy
97,423
+22,500
+30% +$600K 0.3% 78
2019
Q2 		$2.03M Sell
74,923
-2,500
-3% -$68.3K 0.88% 30
2019
Q1 		$2.13M Hold
77,423
– – 1.07% 26
2018
Q4 		$1.9M Sell
77,423
-780
-1% -$21.2K 1.11% 27
2018
Q3 		$2.32M Buy
78,203
+9,063
+13% +$273K 1.24% 22
2018
Q2 		$2.05M Buy
+69,140
New +$1.99M 1.23% 22

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 29.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's DES Position: Q1 2026 in Review

Sunbelt Securities increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 7.8% in Q1 2026, buying an estimated $41.4K and bringing the position to 15,776 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #369.

Sunbelt Securities first reported a position in DES in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.67M in Q3 2019. 352 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Sunbelt Securities held 15,776 shares of WisdomTree US SmallCap Dividend Fund worth $567K as of Q1 2026.
  • Sunbelt Securities bought 1,147 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $41.4K.
  • WisdomTree US SmallCap Dividend Fund made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #369 holding.
  • Sunbelt Securities first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and has held it in 32 quarters since.
  • Sunbelt Securities's WisdomTree US SmallCap Dividend Fund position peaked at $2.67M in Q3 2019.
  • 352 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.