Wick Capital Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wick Capital Partners’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 Q1	$283K	Hold	7,888	–	–	0.05%	155
2025 Q4	$264K	Hold	7,888	–	–	0.05%	162
2025 Q3	$266K	Sell	7,888 -9,722	-55%	-$323K	0.06%	102
2025 Q2	$251K	Buy	17,610 +9,722	+123%	+$299K	0.07%	97
2025 Q1	$252K	Buy	+7,888	New	+$265K	0.08%	90

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wick Capital Partners's DES Position: Q1 2026 in Review

Wick Capital Partners held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 7,888 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #155.

Wick Capital Partners first reported a position in DES in Q1 2025 and has held it in 5 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Wick Capital Partners held 7,888 shares of WisdomTree US SmallCap Dividend Fund worth $283K as of Q1 2026.
Wick Capital Partners left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US SmallCap Dividend Fund made up 0.05% of Wick Capital Partners's portfolio in Q1 2026, its #155 holding.
Wick Capital Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.