Great Valley Advisor Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Great Valley Advisor Group’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	$654K	Buy	16,069 +176	+1%	+$6.78K	0.01%	637
2026 Q1	$571K	Sell	15,893 -3,466	-18%	-$125K	0.01%	649
2025 Q4	$648K	Sell	19,359 -578	-3%	-$19.3K	0.01%	568
2025 Q3	$672K	Sell	19,937 -1,867	-9%	-$62K	0.01%	567
2025 Q2	$692K	Buy	21,804 +4,683	+27%	+$144K	0.02%	524
2025 Q1	$547K	Buy	17,121 +7,228	+73%	+$243K	0.01%	573
2024 Q4	$340K	Buy	9,893 +217	+2%	+$7.67K	0.01%	669
2024 Q3	$334K	Buy	9,676 +2,476	+34%	+$82.3K	0.01%	661
2024 Q2	$224K	Buy	+7,200	New	+$226K	0.01%	720

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

Great Valley Advisor Group's DES Position: Q2 2026 in Review

Great Valley Advisor Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.1% in Q2 2026, buying an estimated $6.78K and bringing the position to 16,069 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #637.

Great Valley Advisor Group first reported a position in DES in Q2 2024 and has held it in 9 quarters since. The position peaked at $692K in Q2 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Great Valley Advisor Group held 16,069 shares of WisdomTree US SmallCap Dividend Fund worth $654K as of Q2 2026.
Great Valley Advisor Group bought 176 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $6.78K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #637 holding.
Great Valley Advisor Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Great Valley Advisor Group's WisdomTree US SmallCap Dividend Fund position peaked at $692K in Q2 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.