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
2020
Q3 		– Sell
-300
Closed -$6K – 8053
2020
Q2 		$6K Sell
300
-300
-50% -$5.96K ﹤0.01% 7288
2020
Q1 		$11K Buy
+600
New +$14.8K ﹤0.01% 6856
2018
Q1 		– Sell
-1,000
Closed -$29K – 7871
2017
Q4 		$29K Buy
+1,000
New +$28.5K ﹤0.01% 6259

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 29.18% 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. 370 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.
  • 370 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.