Aptus Capital Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Aptus Capital 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	$820K	Sell	20,160 -25	-0.1%	-$963	0.01%	666
2026 Q1	$725K	Buy	20,185 +17	+0.1%	+$613	0.01%	639
2025 Q4	$675K	Buy	20,168 +19,646	+3,764%	+$656K	﹤0.01%	667
2025 Q3	$17.6K	Buy	522 +3	+0.6%	+$100	﹤0.01%	1368
2025 Q2	$16.5K	Buy	519 +3	+0.6%	+$92	﹤0.01%	1313
2025 Q1	$16.5K	Buy	516 +346	+204%	+$11.6K	﹤0.01%	1238
2024 Q4	$5.84K	Hold	170	–	–	﹤0.01%	1325
2024 Q3	$5.86K	Buy	+170	New	+$5.65K	﹤0.01%	1137

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

Aptus Capital Advisors's DES Position: Q2 2026 in Review

Aptus Capital Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.12% in Q2 2026, selling an estimated $963 and leaving 20,160 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #666.

Aptus Capital Advisors first reported a position in DES in Q3 2024 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Aptus Capital Advisors held 20,160 shares of WisdomTree US SmallCap Dividend Fund worth $820K as of Q2 2026.
Aptus Capital Advisors sold 25 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $963.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #666 holding.
Aptus Capital Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.