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

Clearstead 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	$762K	Sell	18,723 -639	-3%	-$24.6K	0.01%	621
2026 Q1	$696K	Sell	19,362 -1,880	-9%	-$67.8K	0.01%	631
2025 Q4	$711K	Buy	21,242 +118	+0.6%	+$3.94K	0.01%	557
2025 Q3	$711K	Buy	21,124 +119	+0.6%	+$3.95K	0.01%	537
2025 Q2	$667K	Sell	21,005 -1,413	-6%	-$43.5K	0.01%	530
2025 Q1	$716K	Buy	22,418 +1,260	+6%	+$42.4K	0.01%	487
2024 Q4	$727K	Sell	21,158 -197	-0.9%	-$6.97K	0.01%	482
2024 Q3	$737K	Buy	21,355 +697	+3%	+$23.2K	0.01%	483
2024 Q2	$643K	Buy	+20,658	New	+$649K	0.01%	488

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

Clearstead Advisors's DES Position: Q2 2026 in Review

Clearstead Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.3% in Q2 2026, selling an estimated $24.6K and leaving 18,723 shares worth $762K. The position accounts for 0.01% of the portfolio, ranked #621.

Clearstead Advisors first reported a position in DES in Q2 2024 and has held it in 9 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Clearstead Advisors held 18,723 shares of WisdomTree US SmallCap Dividend Fund worth $762K as of Q2 2026.
Clearstead Advisors sold 639 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $24.6K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #621 holding.
Clearstead Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.