180 Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

180 Wealth Advisors’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	$2.11M	Sell	51,844 -5,236	-9%	-$202K	0.21%	119
2026 Q1	$2.05M	Sell	57,080 -1,019	-2%	-$36.7K	0.23%	109
2025 Q4	$1.94M	Sell	58,099 -301	-0.5%	-$10.1K	0.22%	104
2025 Q3	$1.97M	Buy	58,400 +786	+1%	+$26.1K	0.24%	102
2025 Q2	$1.83M	Sell	57,614 -536	-0.9%	-$16.5K	0.26%	103
2025 Q1	$1.86M	Buy	58,150 +135	+0.2%	+$4.54K	0.3%	89
2024 Q4	$1.99M	Buy	58,015 +1,596	+3%	+$56.4K	0.31%	77
2024 Q3	$1.95M	Buy	56,419 +857	+2%	+$28.5K	0.31%	85
2024 Q2	$1.78M	Buy	55,562 +32	+0.1%	+$1K	0.29%	88
2024 Q1	$1.81M	Sell	55,530 -274	-0.5%	-$8.57K	0.33%	81
2023 Q4	$1.8M	Sell	55,804 -726	-1%	-$21.1K	0.36%	79
2023 Q3	$1.59M	Sell	56,530 -1,165	-2%	-$34.2K	0.36%	80
2023 Q2	$1.67M	Buy	57,695 +78	+0.1%	+$2.17K	0.37%	76
2023 Q1	$1.65M	Buy	57,617 +130	+0.2%	+$3.89K	0.38%	71
2022 Q4	$1.75M	Buy	57,487 +790	+1%	+$22.7K	0.41%	71
2022 Q3	$1.46M	Buy	56,697 +1,336	+2%	+$38.7K	0.4%	74
2022 Q2	$1.58M	Buy	55,361 +90	+0.2%	+$2.7K	0.4%	69
2022 Q1	$1.76M	Buy	55,271 +342	+0.6%	+$10.9K	0.38%	72
2021 Q4	$1.72M	Buy	54,929 +780	+1%	+$25.2K	0.39%	74
2021 Q3	$1.72M	Buy	54,149 +764	+1%	+$24K	0.38%	70
2021 Q2	$1.7M	Buy	53,385 +392	+0.7%	+$12.7K	0.39%	70
2021 Q1	$1.73M	Sell	52,993 -474	-0.9%	-$14K	0.43%	65
2020 Q4	$1.51M	Buy	53,467 +493	+0.9%	+$12K	0.44%	64
2020 Q3	$1.2M	Buy	+52,974	New	+$1.15M	0.45%	58
2020 Q2	–	Sell	-23,222	Closed	-$396K	–	265
2020 Q1	$396K	Buy	23,222 +13,025	+128%	+$322K	0.21%	124
2019 Q4	$291K	Buy	+10,197	New	+$284K	0.12%	204

Other funds holding DES

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

180 Wealth Advisors's DES Position: Q2 2026 in Review

180 Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.2% in Q2 2026, selling an estimated $202K and leaving 51,844 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #119.

180 Wealth Advisors first reported a position in DES in Q4 2019 and has held it in 26 quarters since. 134 funds tracked by Wall St. Rank hold DES as of Q2 2026.

180 Wealth Advisors held 51,844 shares of WisdomTree US SmallCap Dividend Fund worth $2.11M as of Q2 2026.
180 Wealth Advisors sold 5,236 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $202K.
WisdomTree US SmallCap Dividend Fund made up 0.21% of 180 Wealth Advisors's portfolio in Q2 2026, its #119 holding.
180 Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 26 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.