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

Invested 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
Q2 		$1.74M Buy
42,836
+1,536
+4% +$59.2K 1.54% 15
2026
Q1 		$1.48M Buy
41,300
+292
+0.7% +$10.5K 1.5% 16
2025
Q4 		$1.37M Buy
41,008
+4,988
+14% +$167K 1.42% 19
2025
Q3 		$1.22M Buy
+36,020
New +$1.2M 1.77% 11

Other funds holding DES

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
DSCM
Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

Invested Advisors's DES Position: Q2 2026 in Review

Invested Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.7% in Q2 2026, buying an estimated $59.2K and bringing the position to 42,836 shares worth $1.74M. The position accounts for 1.54% of the portfolio, ranked #15.

Invested Advisors first reported a position in DES in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Invested Advisors held 42,836 shares of WisdomTree US SmallCap Dividend Fund worth $1.74M as of Q2 2026.
  • Invested Advisors bought 1,536 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $59.2K.
  • WisdomTree US SmallCap Dividend Fund made up 1.54% of Invested Advisors's portfolio in Q2 2026, its #15 holding.
  • Invested Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.