Cliff Asness's DES Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 20,540 shares of WisdomTree U.S. SmallCap Dividend Fund (DES) worth $738,211, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Cliff Asness has maintained this position in DES for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 5,433 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's WisdomTree US SmallCap Dividend Fund (DES) Holding Value Over Time
Track share changes against reported price movement
Quarterly WisdomTree US SmallCap Dividend Fund (DES) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +5,256 | Add 34.39% | 20,540 | $35.94 |
| Q4 2025 | +856 | Add 5.93% | 15,284 | $33.45 |
| Q3 2025 | +5,433 | Add 60.40% | 14,428 | $33.68 |
| Q2 2025 | +8,995 | New Buy | 8,995 | $31.76 |
Cliff Asness's WisdomTree US SmallCap Dividend Fund Investment FAQs
Cliff Asness first purchased WisdomTree U.S. SmallCap Dividend Fund (DES) in Q2 2025, acquiring 8,995 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held WisdomTree U.S. SmallCap Dividend Fund (DES) for 4 quarters since Q2 2025.
Cliff Asness's largest addition to WisdomTree U.S. SmallCap Dividend Fund (DES) was in Q2 2025, adding 8,995 shares worth $285,681.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 20,540 shares of WisdomTree U.S. SmallCap Dividend Fund (DES), valued at approximately $738,211.
As of the Q1 2026 filing, WisdomTree U.S. SmallCap Dividend Fund (DES) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in WisdomTree U.S. SmallCap Dividend Fund (DES) was 20,540 shares, as reported at the end of Q1 2026.