Advisornet Financial’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.22M | Buy |
103,830
+8,206
| +9% | +$316K | 0.19% | 103 |
|
|
2026
Q1 | $3.44M | Buy |
95,624
+13,441
| +16% | +$485K | 0.18% | 110 |
|
|
2025
Q4 | $2.75M | Buy |
82,183
+6,052
| +8% | +$202K | 0.15% | 132 |
|
|
2025
Q3 | $2.56M | Buy |
76,131
+2,288
| +3% | +$76K | 0.15% | 133 |
|
|
2025
Q2 | $2.35M | Buy |
73,843
+41,497
| +128% | +$1.28M | 0.15% | 136 |
|
|
2025
Q1 | $1.03M | Buy |
32,346
+12,064
| +59% | +$406K | 0.08% | 237 |
|
|
2024
Q4 | $697K | Buy |
20,282
+5,199
| +34% | +$184K | 0.06% | 249 |
|
|
2024
Q3 | $520K | Buy |
15,083
+9,818
| +186% | +$326K | 0.04% | 321 |
|
|
2024
Q2 | $164K | Buy |
5,265
+4,915
| +1,404% | +$154K | 0.01% | 521 |
|
|
2024
Q1 | $11.4K | Hold |
350
| – | – | ﹤0.01% | 1248 |
|
|
2023
Q4 | $11.3K | Hold |
350
| – | – | ﹤0.01% | 1277 |
|
|
2023
Q3 | $9.87K | Sell |
350
-3
| -0.8% | -$88 | ﹤0.01% | 1248 |
|
|
2023
Q2 | $10.1K | Sell |
353
-652
| -65% | -$18.2K | ﹤0.01% | 1317 |
|
|
2023
Q1 | $28.7K | Buy |
1,005
+3
| +0.3% | +$90 | ﹤0.01% | 955 |
|
|
2022
Q4 | $28.5K | Buy |
1,002
+6
| +0.6% | +$172 | ﹤0.01% | 940 |
|
|
2022
Q3 | $26K | Buy |
996
+6
| +0.6% | +$174 | ﹤0.01% | 1024 |
|
|
2022
Q2 | $28K | Buy |
990
+4
| +0.4% | +$120 | ﹤0.01% | 1023 |
|
|
2022
Q1 | $31K | Sell |
986
-2,457
| -71% | -$78.5K | ﹤0.01% | 1115 |
|
|
2021
Q4 | $113K | Buy |
3,443
+33
| +1% | +$1.07K | 0.01% | 762 |
|
|
2021
Q3 | $105K | Buy |
3,410
+327
| +11% | +$10.3K | 0.01% | 772 |
|
|
2021
Q2 | $98K | Sell |
3,083
-1,662
| -35% | -$53.7K | 0.01% | 793 |
|
|
2021
Q1 | $148K | Buy |
4,745
+8
| +0.2% | +$236 | 0.01% | 639 |
|
|
2020
Q4 | $126K | Sell |
4,737
-1,018
| -18% | -$24.7K | 0.01% | 627 |
|
|
2020
Q3 | $121K | Sell |
5,755
-213
| -4% | -$4.64K | 0.01% | 625 |
|
|
2020
Q2 | $126K | Sell |
5,968
-3,417
| -36% | -$67.9K | 0.01% | 608 |
|
|
2020
Q1 | $169K | Sell |
9,385
-3,310
| -26% | -$81.9K | 0.02% | 495 |
|
|
2019
Q4 | $364K | Sell |
12,695
-327
| -3% | -$9.12K | 0.03% | 387 |
|
|
2019
Q3 | $356K | Sell |
13,022
-761
| -6% | -$20.3K | 0.03% | 388 |
|
|
2019
Q2 | $374K | Sell |
13,783
-3,551
| -20% | -$97.1K | 0.04% | 354 |
|
|
2019
Q1 | $477K | Sell |
17,334
-1,741
| -9% | -$47.6K | 0.06% | 281 |
|
|
2018
Q4 | $468K | Sell |
19,075
-4,807
| -20% | -$131K | 0.06% | 256 |
|
|
2018
Q3 | $710K | Sell |
23,882
-5,885
| -20% | -$177K | 0.09% | 214 |
|
|
2018
Q2 | $883K | Sell |
29,767
-327
| -1% | -$9.43K | 0.12% | 159 |
|
|
2018
Q1 | $825K | Buy |
30,094
+164
| +0.5% | +$4.63K | 0.11% | 158 |
|
|
2017
Q4 | $869K | Buy |
+29,930
| New | +$853K | 0.13% | 141 |
|
Other funds holding DES
Advisornet Financial's DES Position: Q2 2026 in Review
Advisornet Financial increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 8.6% in Q2 2026, buying an estimated $316K and bringing the position to 103,830 shares worth $4.22M. The position accounts for 0.19% of the portfolio, ranked #103.
Advisornet Financial first reported a position in DES in Q4 2017 and has held it in 35 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.
- Advisornet Financial held 103,830 shares of WisdomTree US SmallCap Dividend Fund worth $4.22M as of Q2 2026.
- Advisornet Financial bought 8,206 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $316K.
- WisdomTree US SmallCap Dividend Fund made up 0.19% of Advisornet Financial's portfolio in Q2 2026, its #103 holding.
- Advisornet Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and has held it in 35 quarters since.
- 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.