AE Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

AE Wealth Management’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	$204K	Buy	5,010 +1,424	+40%	+$54.9K	﹤0.01%	1715
2026 Q1	$129K	Sell	3,586 -1	-0%	-$36	﹤0.01%	1723
2025 Q4	$120K	Sell	3,587 -286	-7%	-$9.55K	﹤0.01%	1646
2025 Q3	$130K	Hold	3,873	–	–	﹤0.01%	1495
2025 Q2	$123K	Buy	3,873 +428	+12%	+$13.2K	﹤0.01%	1430
2025 Q1	$110K	Buy	3,445 +97	+3%	+$3.26K	﹤0.01%	1417
2024 Q4	$115K	Buy	+3,348	New	+$118K	﹤0.01%	1401
2023 Q3	–	Sell	-15,446	Closed	-$445K	–	1976
2023 Q2	$445K	Buy	+15,446	New	+$431K	﹤0.01%	1454
2022 Q3	–	Sell	-455,769	Closed	-$12.9M	–	1773
2022 Q2	$12.9M	Buy	+455,769	New	+$13.7M	0.1%	217
2022 Q1	–	Sell	-25,684	Closed	-$844K	–	1702
2021 Q4	$844K	Buy	25,684 +2,584	+11%	+$83.6K	0.01%	1001
2021 Q3	$712K	Sell	23,100 -30,075	-57%	-$944K	0.01%	999
2021 Q2	$1.7M	Sell	53,175 -435	-0.8%	-$14.1K	0.01%	683
2021 Q1	$1.67M	Buy	+53,610	New	+$1.58M	0.02%	617
2020 Q1	–	Sell	-88,207	Closed	-$2.53M	–	1139
2019 Q4	$2.53M	Buy	88,207 +39,965	+83%	+$1.11M	0.05%	293
2019 Q3	$1.32M	Buy	+48,242	New	+$1.29M	0.04%	369

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's DES Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 40% in Q2 2026, buying an estimated $54.9K and bringing the position to 5,010 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

AE Wealth Management first reported a position in DES in Q3 2019 and has held it in 15 quarters since. The position peaked at $12.9M in Q2 2022. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

AE Wealth Management held 5,010 shares of WisdomTree US SmallCap Dividend Fund worth $204K as of Q2 2026.
AE Wealth Management bought 1,424 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $54.9K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1715 holding.
AE Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and has held it in 15 quarters since.
AE Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $12.9M in Q2 2022.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.