UBS Group
DES icon

UBS Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

UBS Group’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 		$54.7M Sell
1,343,918
-43,326
-3% -$1.67M 0.01% 1655
2026
Q1 		$49.9M Sell
1,387,244
-101,194
-7% -$3.65M 0.01% 1644
2025
Q4 		$49.8M Sell
1,488,438
-141,584
-9% -$4.73M 0.01% 1633
2025
Q3 		$54.9M Sell
1,630,022
-102,414
-6% -$3.4M 0.01% 1532
2025
Q2 		$55M Sell
1,732,436
-371
-0% -$11.4K 0.01% 1424
2025
Q1 		$55.4M Buy
1,732,807
+9,763
+0.6% +$328K 0.01% 1390
2024
Q4 		$59.2M Buy
1,723,044
+1,535
+0.1% +$54.3K 0.01% 1314
2024
Q3 		$59.4M Sell
1,721,509
-104,293
-6% -$3.47M 0.01% 1043
2024
Q2 		$56.9M Sell
1,825,802
-103,986
-5% -$3.27M 0.01% 953
2024
Q1 		$63.1M Buy
1,929,788
+43,769
+2% +$1.37M 0.02% 892
2023
Q4 		$60.7M Buy
1,886,019
+59,408
+3% +$1.73M 0.02% 867
2023
Q3 		$51.5M Buy
1,826,611
+2,107
+0.1% +$61.8K 0.02% 838
2023
Q2 		$52.5M Buy
1,824,504
+105,648
+6% +$2.95M 0.02% 804
2023
Q1 		$49.1M Sell
1,718,856
-7,244
-0.4% -$217K 0.02% 785
2022
Q4 		$49.1M Buy
1,726,100
+191,383
+12% +$5.5M 0.02% 808
2022
Q3 		$39.5M Buy
1,534,717
+84,198
+6% +$2.44M 0.02% 819
2022
Q2 		$40.9M Buy
1,450,519
+85,095
+6% +$2.55M 0.02% 856
2022
Q1 		$43.5M Buy
1,365,424
+15,634
+1% +$499K 0.01% 928
2021
Q4 		$44.4M Buy
1,349,790
+11,754
+0.9% +$380K 0.01% 1029
2021
Q3 		$41.3M Buy
1,338,036
+25,617
+2% +$804K 0.01% 983
2021
Q2 		$41.9M Buy
1,312,419
+3,065
+0.2% +$99.1K 0.01% 963
2021
Q1 		$40.8M Sell
1,309,354
-17,135
-1% -$506K 0.01% 970
2020
Q4 		$35.3M Buy
1,326,489
+44,934
+4% +$1.09M 0.01% 979
2020
Q3 		$27M Sell
1,281,555
-100,476
-7% -$2.19M 0.01% 983
2020
Q2 		$29.3M Sell
1,382,031
-967,232
-41% -$19.2M 0.01% 865
2020
Q1 		$42.3M Buy
2,349,263
+46,144
+2% +$1.14M 0.02% 614
2019
Q4 		$66.1M Sell
2,303,119
-24,064
-1% -$671K 0.02% 616
2019
Q3 		$63.7M Buy
2,327,183
+38,808
+2% +$1.03M 0.02% 569
2019
Q2 		$62M Sell
2,288,375
-37,832
-2% -$1.03M 0.02% 570
2019
Q1 		$64.1M Buy
2,326,207
+26,932
+1% +$736K 0.03% 523
2018
Q4 		$56.4M Buy
2,299,275
+5,147
+0.2% +$140K 0.03% 547
2018
Q3 		$68.2M Buy
2,294,128
+65,482
+3% +$1.97M 0.03% 540
2018
Q2 		$66.1M Buy
2,228,646
+20,881
+0.9% +$602K 0.03% 533
2018
Q1 		$60.5M Buy
2,207,765
+21,791
+1% +$615K 0.03% 550
2017
Q4 		$63.5M Buy
2,185,974
+163,635
+8% +$4.66M 0.03% 575
2017
Q3 		$56.6M Buy
2,022,339
+23,445
+1% +$626K 0.03% 547
2017
Q2 		$53.6M Buy
1,998,894
+11,634
+0.6% +$312K 0.03% 548
2017
Q1 		$53.4M Buy
1,987,260
+31,302
+2% +$848K 0.03% 524
2016
Q4 		$53.9M Buy
1,955,958
+228,789
+13% +$5.91M 0.03% 507
2016
Q3 		$43.3M Buy
1,727,169
+226,269
+15% +$5.62M 0.03% 581
2016
Q2 		$35.9M Buy
1,500,900
+57,516
+4% +$1.33M 0.02% 637
2016
Q1 		$33.1M Sell
1,443,384
-276,477
-16% -$5.76M 0.02% 625
2015
Q4 		$37.2M Buy
1,719,861
+42,498
+3% +$941K 0.02% 623
2015
Q3 		$35.2M Sell
1,677,363
-111,528
-6% -$2.49M 0.02% 604
2015
Q2 		$42M Sell
1,788,891
-413,139
-19% -$9.83M 0.03% 589
2015
Q1 		$52.9M Buy
2,202,030
+604,104
+38% +$14.2M 0.04% 483
2014
Q4 		$37.8M Buy
+1,597,926
New +$36.6M 0.03% 659

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

UBS Group's DES Position: Q2 2026 in Review

UBS Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.1% in Q2 2026, selling an estimated $1.67M and leaving 1,343,918 shares worth $54.7M. The position accounts for 0.01% of the portfolio, ranked #1655.

UBS Group first reported a position in DES in Q4 2014 and has held it in 47 quarters since. The position peaked at $68.2M in Q3 2018. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • UBS Group held 1,343,918 shares of WisdomTree US SmallCap Dividend Fund worth $54.7M as of Q2 2026.
  • UBS Group sold 43,326 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $1.67M.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of UBS Group's portfolio in Q2 2026, its #1655 holding.
  • UBS Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's WisdomTree US SmallCap Dividend Fund position peaked at $68.2M in Q3 2018.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.