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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 369 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.
  • 369 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.