Vise Technologies’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Vise Technologies’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 Q3	$219K	Buy	+5,771	New	+$232K	﹤0.01%	1930

Other funds holding DES

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vise Technologies's DES Position: Q3 2026 in Review

Vise Technologies opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q3 2026: 5,771 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #1930 among its holdings.

246 funds tracked by Wall St. Rank hold DES as of Q3 2026.

Vise Technologies held 5,771 shares of WisdomTree US SmallCap Dividend Fund worth $219K as of Q3 2026.
WisdomTree US SmallCap Dividend Fund was a new Vise Technologies position in Q3 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1930 holding.
246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.