EWM
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evolution Wealth Management's DES Position: Q1 2026 in Review

Evolution Wealth Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.8% in Q1 2026, buying an estimated $5.91K and bringing the position to 3,550 shares worth $128K. The position accounts for 0.09% of the portfolio, ranked #152.

Evolution Wealth Management first reported a position in DES in Q2 2025 and has held it in 4 quarters since. The position peaked at $163K in Q2 2025. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Evolution Wealth Management held 3,550 shares of WisdomTree US SmallCap Dividend Fund worth $128K as of Q1 2026.
  • Evolution Wealth Management bought 164 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $5.91K.
  • WisdomTree US SmallCap Dividend Fund made up 0.09% of Evolution Wealth Management's portfolio in Q1 2026, its #152 holding.
  • Evolution Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $163K in Q2 2025.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.