Truist Financial
DES icon

Truist Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Truist Financial’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 		$2.99M Sell
73,407
-2,239
-3% -$86.3K ﹤0.01% 1166
2026
Q1 		$2.72M Sell
75,646
-6,077
-7% -$219K ﹤0.01% 1151
2025
Q4 		$2.73M Sell
81,723
-1,513
-2% -$50.5K ﹤0.01% 1124
2025
Q3 		$2.8M Sell
83,236
-61,252
-42% -$2.03M ﹤0.01% 1169
2025
Q2 		$4.59M Sell
144,488
-153,318
-51% -$4.72M 0.01% 899
2025
Q1 		$9.52M Buy
297,806
+9,547
+3% +$321K 0.02% 581
2024
Q4 		$9.9M Sell
288,259
-2,724
-0.9% -$96.3K 0.02% 579
2024
Q3 		$10M Buy
290,983
+11,016
+4% +$366K 0.02% 590
2024
Q2 		$8.72M Buy
279,967
+13,347
+5% +$419K 0.01% 645
2024
Q1 		$8.71M Buy
266,620
+17,735
+7% +$555K 0.01% 675
2023
Q4 		$8.01M Buy
248,885
+11,360
+5% +$330K 0.01% 694
2023
Q3 		$6.7M Buy
237,525
+2,635
+1% +$77.3K 0.01% 737
2023
Q2 		$6.76M Buy
234,890
+29,872
+15% +$833K 0.01% 723
2023
Q1 		$5.86M Buy
205,018
+80,262
+64% +$2.4M 0.01% 772
2022
Q4 		$3.55M Buy
124,756
+113,967
+1,056% +$3.27M 0.01% 945
2022
Q3 		$278K Sell
10,789
-3,210
-23% -$93K ﹤0.01% 2124
2022
Q2 		$395K Buy
13,999
+2,197
+19% +$65.9K ﹤0.01% 2052
2022
Q1 		$376K Buy
11,802
+3,034
+35% +$96.9K ﹤0.01% 2168
2021
Q4 		$288K Sell
8,768
-351
-4% -$11.4K ﹤0.01% 2391
2021
Q3 		$281K Sell
9,119
-799
-8% -$25.1K ﹤0.01% 2390
2021
Q2 		$316K Sell
9,918
-744
-7% -$24.1K ﹤0.01% 2335
2021
Q1 		$332K Sell
10,662
-211
-2% -$6.22K ﹤0.01% 2220
2020
Q4 		$290K Sell
10,873
-6,903
-39% -$167K ﹤0.01% 2173
2020
Q3 		$374K Buy
17,776
+4,511
+34% +$98.2K ﹤0.01% 1881
2020
Q2 		$280K Sell
13,265
-36,816
-74% -$732K ﹤0.01% 1993
2020
Q1 		$903K Buy
50,081
+2,406
+5% +$59.5K ﹤0.01% 1298
2019
Q4 		$1.37M Buy
+47,675
New +$1.33M ﹤0.01% 1304
2014
Q2 		– Sell
-9,759
Closed -$222K – 786
2014
Q1 		$222K Buy
+9,759
New +$217K 0.01% 720

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 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial's DES Position: Q2 2026 in Review

Truist Financial reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 3% in Q2 2026, selling an estimated $86.3K and leaving 73,407 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Truist Financial first reported a position in DES in Q1 2014 and has held it in 28 quarters since. The position peaked at $10M in Q3 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Truist Financial held 73,407 shares of WisdomTree US SmallCap Dividend Fund worth $2.99M as of Q2 2026.
  • Truist Financial sold 2,239 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $86.3K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1166 holding.
  • Truist Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2014 and has held it in 28 quarters since.
  • Truist Financial's WisdomTree US SmallCap Dividend Fund position peaked at $10M in Q3 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.