Bell Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Bell Investment 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	$570	Buy	14 +1	+8%	+$39	﹤0.01%	1688
2026 Q1	$468	Buy	+13	New	+$469	﹤0.01%	1776
2022 Q4	–	Sell	-935	Closed	-$24K	–	1949
2022 Q3	$24K	Buy	935 +8	+0.9%	+$232	0.01%	232
2022 Q2	$26K	Buy	+927	New	+$27.8K	0.01%	222
2021 Q4	$30K	Buy	918 +10	+1%	+$323	0.01%	227
2021 Q3	$28K	Buy	+908	New	+$28.5K	0.01%	222

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

Bell Investment Advisors's DES Position: Q2 2026 in Review

Bell Investment Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 7.7% in Q2 2026, buying an estimated $39 and bringing the position to 14 shares worth $570. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Bell Investment Advisors first reported a position in DES in Q3 2021 and has held it in 6 quarters since. The position peaked at $30K in Q4 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Bell Investment Advisors held 14 shares of WisdomTree US SmallCap Dividend Fund worth $570 as of Q2 2026.
Bell Investment Advisors bought 1 WisdomTree US SmallCap Dividend Fund share in Q2 2026, an estimated $39.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1688 holding.
Bell Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2021 and has held it in 6 quarters since.
Bell Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $30K in Q4 2021.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.