DAS
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Dynamic Advisor Solutions’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Dynamic Advisor Solutions’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 		$350K Sell
8,608
-169
-2% -$6.51K 0.01% 800
2026
Q1 		$315K Sell
8,777
-436
-5% -$15.7K 0.01% 795
2025
Q4 		$308K Buy
9,213
+16
+0.2% +$534 0.01% 770
2025
Q3 		$310K Sell
9,197
-1,246
-12% -$41.4K 0.01% 768
2025
Q2 		$332K Buy
10,443
+13
+0.1% +$400 0.01% 714
2025
Q1 		$333K Buy
+10,430
New +$351K 0.01% 674
2024
Q4 		– Sell
-11,066
Closed -$382K – 693
2024
Q3 		$382K Sell
11,066
-172,585
-94% -$5.74M 0.01% 680
2024
Q2 		$5.72M Buy
183,651
+729
+0.4% +$22.9K 0.18% 142
2024
Q1 		$5.98M Buy
182,922
+1,979
+1% +$61.9K 0.2% 133
2023
Q4 		$5.67M Buy
+180,943
New +$5.25M 0.21% 131
2020
Q1 		– Sell
-7,017
Closed -$201K – 512
2019
Q4 		$201K Sell
7,017
-3,847
-35% -$107K 0.03% 505
2019
Q3 		$297K Sell
10,864
-3,411
-24% -$91K 0.05% 380
2019
Q2 		$387K Buy
14,275
+4,783
+50% +$131K 0.06% 307
2019
Q1 		$261K Sell
9,492
-277
-3% -$7.57K 0.05% 326
2018
Q4 		$265K Sell
9,769
-704
-7% -$19.1K 0.06% 305
2018
Q3 		$311K Buy
10,473
+921
+10% +$27.7K 0.06% 297
2018
Q2 		$283K Buy
+9,552
New +$276K 0.06% 305

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

Dynamic Advisor Solutions's DES Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.9% in Q2 2026, selling an estimated $6.51K and leaving 8,608 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #800.

Dynamic Advisor Solutions first reported a position in DES in Q2 2018 and has held it in 17 quarters since. The position peaked at $5.98M in Q1 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Dynamic Advisor Solutions held 8,608 shares of WisdomTree US SmallCap Dividend Fund worth $350K as of Q2 2026.
  • Dynamic Advisor Solutions sold 169 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $6.51K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #800 holding.
  • Dynamic Advisor Solutions first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2018 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's WisdomTree US SmallCap Dividend Fund position peaked at $5.98M in Q1 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.