Cetera Investment Advisers
DES icon

Cetera Investment Advisers’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cetera Investment Advisers’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 		$13.3M Buy
327,587
+7,049
+2% +$272K 0.01% 977
2026
Q1 		$11.5M Buy
320,538
+1,290
+0.4% +$46.5K 0.01% 987
2025
Q4 		$10.7M Sell
319,248
-776
-0.2% -$25.9K 0.01% 987
2025
Q3 		$10.8M Buy
320,024
+59,961
+23% +$1.99M 0.01% 941
2025
Q2 		$8.26M Buy
260,063
+14,275
+6% +$440K 0.01% 922
2025
Q1 		$7.86M Buy
245,788
+1,470
+0.6% +$49.4K 0.02% 880
2024
Q4 		$8.39M Buy
244,318
+9,560
+4% +$338K 0.02% 787
2024
Q3 		$8.1M Sell
234,758
-4,827
-2% -$160K 0.02% 785
2024
Q2 		$7.46M Sell
239,585
-29,634
-11% -$931K 0.02% 801
2024
Q1 		$8.8M Buy
269,219
+154,546
+135% +$4.83M 0.02% 714
2023
Q4 		$3.69M Buy
114,673
+2,791
+2% +$81.1K 0.03% 547
2023
Q3 		$3.16M Sell
111,882
-4,748
-4% -$139K 0.03% 576
2023
Q2 		$3.36M Sell
116,630
-23,431
-17% -$653K 0.03% 563
2023
Q1 		$4M Buy
140,061
+24,585
+21% +$736K 0.04% 468
2022
Q4 		$3.28M Buy
115,476
+68,370
+145% +$1.96M 0.03% 514
2022
Q3 		$1.21M Buy
47,106
+10,081
+27% +$292K 0.02% 644
2022
Q2 		$1.04M Sell
37,025
-329
-0.9% -$9.87K 0.02% 777
2022
Q1 		$1.19M Sell
37,354
-1,243
-3% -$39.7K 0.02% 760
2021
Q4 		$1.27M Buy
38,597
+984
+3% +$31.8K 0.02% 719
2021
Q3 		$1.16M Buy
37,613
+6,166
+20% +$194K 0.02% 724
2021
Q2 		$1M Buy
31,447
+3,243
+11% +$105K 0.02% 777
2021
Q1 		$879K Buy
28,204
+867
+3% +$25.6K 0.02% 722
2020
Q4 		$727K Buy
+27,337
New +$663K 0.01% 791
2019
Q3 		– Sell
-9,296
Closed -$253K – 543
2019
Q2 		$253K Buy
9,296
+358
+4% +$9.79K 0.03% 429
2019
Q1 		$248K Buy
8,938
+669
+8% +$18.3K 0.04% 407
2018
Q4 		$204K Sell
8,269
-4,287
-34% -$117K 0.03% 421
2018
Q3 		$374K Buy
+12,556
New +$378K 0.05% 328

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 29.2% 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

Cetera Investment Advisers's DES Position: Q2 2026 in Review

Cetera Investment Advisers increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.2% in Q2 2026, buying an estimated $272K and bringing the position to 327,587 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #977.

Cetera Investment Advisers first reported a position in DES in Q3 2018 and has held it in 27 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Cetera Investment Advisers held 327,587 shares of WisdomTree US SmallCap Dividend Fund worth $13.3M as of Q2 2026.
  • Cetera Investment Advisers bought 7,049 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $272K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #977 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2018 and has held it in 27 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.