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

Webster 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	$55.9K	Hold	1,375	–	–	﹤0.01%	368
2026 Q1	$49.4K	Sell	1,375 -695	-34%	-$25.1K	﹤0.01%	391
2025 Q4	$69.2K	Hold	2,070	–	–	0.01%	320
2025 Q3	$69.7K	Sell	2,070 -534	-21%	-$17.7K	0.01%	325
2025 Q2	$82.7K	Hold	2,604	–	–	0.01%	302
2025 Q1	$83.2K	Hold	2,604	–	–	0.01%	302
2024 Q4	$89.4K	Hold	2,604	–	–	0.01%	293
2024 Q3	$89.8K	Hold	2,604	–	–	0.01%	294
2024 Q2	$81.1K	Hold	2,604	–	–	0.01%	297
2024 Q1	$85.1K	Hold	2,604	–	–	0.01%	282
2023 Q4	$83.8K	Hold	2,604	–	–	0.01%	288
2023 Q3	$73.4K	Hold	2,604	–	–	0.01%	276
2023 Q2	$75K	Hold	2,604	–	–	0.01%	279
2023 Q1	$74.4K	Hold	2,604	–	–	0.01%	287
2022 Q4	$74K	Hold	2,604	–	–	0.01%	288
2022 Q3	$67K	Hold	2,604	–	–	0.01%	285
2022 Q2	$73K	Hold	2,604	–	–	0.01%	277
2022 Q1	$83K	Hold	2,604	–	–	0.01%	279
2021 Q4	$86K	Hold	2,604	–	–	0.01%	284
2021 Q3	$80K	Sell	2,604 -316	-11%	-$9.92K	0.01%	276
2021 Q2	$93K	Hold	2,920	–	–	0.01%	266
2021 Q1	$91K	Sell	2,920 -1,120	-28%	-$33K	0.01%	276
2020 Q4	$107K	Sell	4,040 -2,820	-41%	-$68.4K	0.01%	256
2020 Q3	$145K	Buy	+6,860	New	+$149K	0.02%	217

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

Webster Bank's DES Position: Q2 2026 in Review

Webster Bank held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 1,375 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Webster Bank first reported a position in DES in Q3 2020 and has held it in 24 quarters since. The position peaked at $145K in Q3 2020. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Webster Bank held 1,375 shares of WisdomTree US SmallCap Dividend Fund worth $55.9K as of Q2 2026.
Webster Bank left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #368 holding.
Webster Bank first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2020 and has held it in 24 quarters since.
Webster Bank's WisdomTree US SmallCap Dividend Fund position peaked at $145K in Q3 2020.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.