Gladstone Institutional Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Gladstone Institutional Advisory’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	$717K	Buy	17,614 +466	+3%	+$18K	0.02%	494
2026 Q1	$616K	Sell	17,148 -1,079	-6%	-$38.9K	0.02%	490
2025 Q4	$610K	Sell	18,227 -2,351	-11%	-$78.5K	0.02%	455
2025 Q3	$693K	Sell	20,578 -14,008	-41%	-$465K	0.03%	441
2025 Q2	$1.1M	Buy	34,586 +1,860	+6%	+$57.3K	0.05%	330
2025 Q1	$1.05M	Sell	32,726 -8,091	-20%	-$272K	0.05%	325
2024 Q4	$1.4M	Sell	40,817 -6,991	-15%	-$247K	0.07%	281
2024 Q3	$1.65M	Sell	47,808 -10,837	-18%	-$360K	0.08%	253
2024 Q2	$1.83M	Sell	58,645 -27,812	-32%	-$874K	0.1%	226
2024 Q1	$2.83M	Sell	86,457 -35,840	-29%	-$1.12M	0.16%	175
2023 Q4	$3.93M	Sell	122,297 -11,993	-9%	-$348K	0.22%	118
2023 Q3	$3.79M	Buy	134,290 +9,986	+8%	+$293K	0.25%	106
2023 Q2	$3.58M	Sell	124,304 -7,995	-6%	-$223K	0.22%	123
2023 Q1	$3.78M	Buy	132,299 +9,604	+8%	+$287K	0.24%	122
2022 Q4	$3.49M	Buy	122,695 +40,489	+49%	+$1.16M	0.25%	115
2022 Q3	$2.12M	Sell	82,206 -3,921	-5%	-$114K	0.17%	157
2022 Q2	$2.43M	Sell	86,127 -4,263	-5%	-$128K	0.19%	136
2022 Q1	$2.88M	Buy	90,390 +16,115	+22%	+$515K	0.19%	137
2021 Q4	$2.44M	Buy	74,275 +22,520	+44%	+$728K	0.19%	150
2021 Q3	$1.6M	Buy	+51,755	New	+$1.62M	0.16%	170

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

Gladstone Institutional Advisory's DES Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.7% in Q2 2026, buying an estimated $18K and bringing the position to 17,614 shares worth $717K. The position accounts for 0.02% of the portfolio, ranked #494.

Gladstone Institutional Advisory first reported a position in DES in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.93M in Q4 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Gladstone Institutional Advisory held 17,614 shares of WisdomTree US SmallCap Dividend Fund worth $717K as of Q2 2026.
Gladstone Institutional Advisory bought 466 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $18K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #494 holding.
Gladstone Institutional Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2021 and has held it in 20 quarters since.
Gladstone Institutional Advisory's WisdomTree US SmallCap Dividend Fund position peaked at $3.93M in Q4 2023.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.