Evolution Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Evolution Wealth Management’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	$141K	Sell	3,459 -91	-3%	-$3.51K	0.08%	156
2026 Q1	$128K	Buy	3,550 +164	+5%	+$5.91K	0.09%	152
2025 Q4	$113K	Sell	3,386 -1,366	-29%	-$45.6K	0.09%	156
2025 Q3	$160K	Sell	4,752 -378	-7%	-$12.6K	0.16%	109
2025 Q2	$163K	Buy	+5,130	New	+$158K	0.2%	85

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 29.18% 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

Evolution Wealth Management's DES Position: Q2 2026 in Review

Evolution Wealth Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.6% in Q2 2026, selling an estimated $3.51K and leaving 3,459 shares worth $141K. The position accounts for 0.08% of the portfolio, ranked #156.

Evolution Wealth Management first reported a position in DES in Q2 2025 and has held it in 5 quarters since. The position peaked at $163K in Q2 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Evolution Wealth Management held 3,459 shares of WisdomTree US SmallCap Dividend Fund worth $141K as of Q2 2026.
Evolution Wealth Management sold 91 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.51K.
WisdomTree US SmallCap Dividend Fund made up 0.08% of Evolution Wealth Management's portfolio in Q2 2026, its #156 holding.
Evolution Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $163K in Q2 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.