IAN
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Integrated Advisors Network’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Integrated Advisors Network’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 		$529K Sell
13,000
-450
-3% -$17.3K 0.02% 451
2026
Q1 		$483K Hold
13,450
– – 0.03% 464
2025
Q4 		$450K Sell
13,450
-800
-6% -$26.7K 0.02% 498
2025
Q3 		$480K Hold
14,250
– – 0.02% 511
2025
Q2 		$453K Sell
14,250
-263
-2% -$8.1K 0.02% 513
2025
Q1 		$464K Sell
14,513
-63,697
-81% -$2.14M 0.02% 482
2024
Q4 		$2.69M Buy
78,210
+63,960
+449% +$2.26M 0.13% 172
2024
Q3 		$491K Hold
14,250
– – 0.02% 473
2024
Q2 		$444K Sell
14,250
-200
-1% -$6.28K 0.02% 480
2024
Q1 		$472K Hold
14,450
– – 0.02% 474
2023
Q4 		$465K Buy
14,450
+1,400
+11% +$40.7K 0.03% 453
2023
Q3 		$368K Sell
13,050
-1,165
-8% -$34.2K 0.02% 501
2023
Q2 		$409K Buy
14,215
+507
+4% +$14.1K 0.02% 484
2023
Q1 		$392K Buy
13,708
+330
+2% +$9.88K 0.02% 487
2022
Q4 		$380K Buy
13,378
+909
+7% +$26.1K 0.02% 465
2022
Q3 		$321K Buy
12,469
+7
+0.1% +$203 0.02% 487
2022
Q2 		$352K Buy
12,462
+7
+0.1% +$210 0.02% 488
2022
Q1 		$397K Buy
12,455
+278
+2% +$8.88K 0.02% 487
2021
Q4 		$400K Buy
12,177
+9
+0.1% +$291 0.02% 457
2021
Q3 		$375K Buy
12,168
+6
+0% +$188 0.02% 463
2021
Q2 		$388K Buy
12,162
+5
+0% +$162 0.03% 407
2021
Q1 		$379K Buy
12,157
+52
+0.4% +$1.53K 0.03% 381
2020
Q4 		$322K Buy
12,105
+1,008
+9% +$24.5K 0.04% 375
2020
Q3 		$234K Buy
11,097
+7
+0.1% +$152 0.03% 385
2020
Q2 		$235K Sell
11,090
-242
-2% -$4.81K 0.03% 388
2020
Q1 		$204K Buy
11,332
+4,203
+59% +$104K 0.04% 350
2019
Q4 		$204K Buy
+7,129
New +$199K 0.03% 396

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Advisors Network's DES Position: Q2 2026 in Review

Integrated Advisors Network reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.3% in Q2 2026, selling an estimated $17.3K and leaving 13,000 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #451.

Integrated Advisors Network first reported a position in DES in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.69M in Q4 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Integrated Advisors Network held 13,000 shares of WisdomTree US SmallCap Dividend Fund worth $529K as of Q2 2026.
  • Integrated Advisors Network sold 450 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $17.3K.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #451 holding.
  • Integrated Advisors Network first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's WisdomTree US SmallCap Dividend Fund position peaked at $2.69M in Q4 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.