Insight Advisors
DES icon

Insight Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Insight Advisors’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
Q3 		$518K Sell
13,659
-1,173
-8% -$47.2K 0.09% 133
2026
Q2 		$603K Sell
14,832
-2,297
-13% -$88.5K 0.11% 127
2026
Q1 		$616K Sell
17,129
-146
-0.8% -$5.26K 0.12% 121
2025
Q4 		$578K Buy
17,275
+250
+1% +$8.35K 0.09% 148
2025
Q3 		$573K Buy
17,025
+638
+4% +$21.2K 0.09% 146
2025
Q2 		$520K Sell
16,387
-647
-4% -$19.9K 0.08% 151
2025
Q1 		$544K Sell
17,034
-4,194
-20% -$141K 0.09% 136
2024
Q4 		$725K Sell
21,228
-517
-2% -$18.3K 0.12% 108
2024
Q3 		$750K Buy
21,745
+358
+2% +$11.9K 0.13% 115
2024
Q2 		$666K Buy
21,387
+633
+3% +$19.9K 0.12% 120
2024
Q1 		$678K Buy
20,754
+1,729
+9% +$54.1K 0.13% 119
2023
Q4 		$612K Sell
19,025
-237
-1% -$6.88K 0.13% 117
2023
Q3 		$543K Sell
19,262
-40
-0.2% -$1.17K 0.12% 125
2023
Q2 		$556K Buy
19,302
+122
+0.6% +$3.4K 0.12% 126
2023
Q1 		$548K Buy
19,180
+467
+2% +$14K 0.13% 126
2022
Q4 		$533K Sell
18,713
-195
-1% -$5.6K 0.19% 142
2022
Q3 		$487K Buy
18,908
+1,410
+8% +$40.9K 0.19% 134
2022
Q2 		$524K Sell
17,498
-182
-1% -$5.46K 0.18% 146
2022
Q1 		$563K Buy
17,680
+2,327
+15% +$74.3K 0.17% 156
2021
Q4 		$504K Buy
15,353
+114
+0.7% +$3.69K 0.15% 170
2021
Q3 		$502K Buy
15,239
+1,291
+9% +$40.5K 0.15% 173
2021
Q2 		$436K Buy
13,948
+3,964
+40% +$128K 0.14% 194
2021
Q1 		$318K Sell
9,984
-266
-3% -$7.85K 0.1% 251
2020
Q4 		$273K Buy
+10,250
New +$249K 0.1% 224

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Insight Advisors's DES Position: Q3 2026 in Review

Insight Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 7.9% in Q3 2026, selling an estimated $47.2K and leaving 13,659 shares worth $518K. The position accounts for 0.09% of the portfolio, ranked #133.

Insight Advisors first reported a position in DES in Q4 2020 and has held it in 24 quarters since. The position peaked at $750K in Q3 2024. 256 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Insight Advisors held 13,659 shares of WisdomTree US SmallCap Dividend Fund worth $518K as of Q3 2026.
  • Insight Advisors sold 1,173 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $47.2K.
  • WisdomTree US SmallCap Dividend Fund made up 0.09% of Insight Advisors's portfolio in Q3 2026, its #133 holding.
  • Insight Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $750K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.