United Community Bank’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

United Community Bank’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	$26.9K	Hold	662	–	–	0.01%	371
2026 Q1	$23.8K	Hold	662	–	–	0.01%	408
2025 Q4	$22.1K	Hold	662	–	–	0.01%	364
2025 Q3	$22.3K	Hold	662	–	–	0.01%	398
2025 Q2	$21K	Hold	662	–	–	0.01%	356
2025 Q1	$21.2K	Hold	662	–	–	0.01%	346
2024 Q4	$22.7K	Hold	662	–	–	0.01%	319
2024 Q3	$22.8K	Hold	662	–	–	0.01%	306
2024 Q2	$20.6K	Hold	662	–	–	0.01%	328
2024 Q1	$21.6K	Sell	662 -1,619	-71%	-$50.6K	0.01%	303
2023 Q4	$73.4K	Hold	2,281	–	–	0.03%	268
2023 Q3	$64.3K	Buy	+2,281	New	+$67K	0.03%	250

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

United Community Bank's DES Position: Q2 2026 in Review

United Community Bank held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 662 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #371.

United Community Bank first reported a position in DES in Q3 2023 and has held it in 12 quarters since. The position peaked at $73.4K in Q4 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

United Community Bank held 662 shares of WisdomTree US SmallCap Dividend Fund worth $26.9K as of Q2 2026.
United Community Bank left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.01% of United Community Bank's portfolio in Q2 2026, its #371 holding.
United Community Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
United Community Bank's WisdomTree US SmallCap Dividend Fund position peaked at $73.4K in Q4 2023.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.