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

TigerOak 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 Q1	$296K	Buy	8,224 +900	+12%	+$32.4K	0.09%	103
2025 Q4	$245K	Hold	7,324	–	–	0.07%	107
2025 Q3	$247K	Sell	7,324 -3,068	-30%	-$102K	0.08%	102
2025 Q2	$330K	Hold	10,392	–	–	0.11%	86
2025 Q1	$332K	Hold	10,392	–	–	0.13%	79
2024 Q4	$357K	Buy	+10,392	New	+$368K	0.13%	80

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TigerOak Management's DES Position: Q1 2026 in Review

TigerOak Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 12% in Q1 2026, buying an estimated $32.4K and bringing the position to 8,224 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #103.

TigerOak Management first reported a position in DES in Q4 2024 and has held it in 6 quarters since. The position peaked at $357K in Q4 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

TigerOak Management held 8,224 shares of WisdomTree US SmallCap Dividend Fund worth $296K as of Q1 2026.
TigerOak Management bought 900 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $32.4K.
WisdomTree US SmallCap Dividend Fund made up 0.09% of TigerOak Management's portfolio in Q1 2026, its #103 holding.
TigerOak Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
TigerOak Management's WisdomTree US SmallCap Dividend Fund position peaked at $357K in Q4 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on TigerOak Management's 13F filing for Q1 2026, filed 21 Apr 2026.