MWA
DES icon

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

Medallion Wealth 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
Q1 		$43.9K Hold
1,222
– – 0.01% 497
2025
Q4 		$40.9K Buy
1,222
+12
+1% +$401 0.01% 503
2025
Q3 		$40.8K Hold
1,210
– – 0.01% 502
2025
Q2 		$39.4K Hold
1,210
– – 0.02% 499
2025
Q1 		$38.8K Sell
1,210
-14
-1% -$471 0.02% 463
2024
Q4 		$42K Buy
+1,224
New +$43.3K 0.02% 440

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's DES Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 1,222 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #497.

Medallion Wealth Advisors first reported a position in DES in Q4 2024 and has held it in 6 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Medallion Wealth Advisors held 1,222 shares of WisdomTree US SmallCap Dividend Fund worth $43.9K as of Q1 2026.
  • Medallion Wealth Advisors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #497 holding.
  • Medallion Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.