Thrivent Financial for Lutherans
DES icon

Thrivent Financial for Lutherans’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Thrivent Financial for Lutherans’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 		$2.87M Buy
79,726
+2,037
+3% +$73.4K 0.01% 1195
2025
Q4 		$2.6M Buy
+77,689
New +$2.6M ﹤0.01% 1296
2025
Q3 		– Sell
-68,484
Closed -$2.17M – 2416
2025
Q2 		$2.17M Buy
+68,484
New +$2.11M ﹤0.01% 1302
2025
Q1 		– Sell
-54,712
Closed -$1.88M – 2391
2024
Q4 		$1.88M Sell
54,712
-12,457
-19% -$441K ﹤0.01% 1476
2024
Q3 		$2.32M Buy
67,169
+372
+0.6% +$12.4K ﹤0.01% 1341
2024
Q2 		$2.08M Buy
66,797
+9,883
+17% +$311K ﹤0.01% 1346
2024
Q1 		$1.86M Buy
56,914
+31,673
+125% +$991K ﹤0.01% 1476
2023
Q4 		$812K Buy
25,241
+3,171
+14% +$92.1K ﹤0.01% 1963
2023
Q3 		$622K Buy
22,070
+5,719
+35% +$168K ﹤0.01% 2029
2023
Q2 		$471K Buy
16,351
+3,375
+26% +$94.1K ﹤0.01% 2205
2023
Q1 		$371K Buy
12,976
+3,117
+32% +$93.3K ﹤0.01% 2239
2022
Q4 		$280K Buy
9,859
+1,576
+19% +$45.3K ﹤0.01% 2275
2022
Q3 		$213K Buy
+8,283
New +$240K ﹤0.01% 2322

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 $445B AUM 25.58% 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 $34.1B AUM 29.2% 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

Thrivent Financial for Lutherans's DES Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.6% in Q1 2026, buying an estimated $73.4K and bringing the position to 79,726 shares worth $2.87M. The position accounts for 0.01% of the portfolio, ranked #1195.

Thrivent Financial for Lutherans first reported a position in DES in Q3 2022 and has held it in 13 quarters since. 351 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Thrivent Financial for Lutherans held 79,726 shares of WisdomTree US SmallCap Dividend Fund worth $2.87M as of Q1 2026.
  • Thrivent Financial for Lutherans bought 2,037 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $73.4K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #1195 holding.
  • Thrivent Financial for Lutherans first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and has held it in 13 quarters since.
  • 351 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.