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 Q2	$50.7K	Buy	1,247 +25	+2%	+$963	0.02%	468
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 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 29.18% 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

Medallion Wealth Advisors's DES Position: Q2 2026 in Review

Medallion Wealth Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2% in Q2 2026, buying an estimated $963 and bringing the position to 1,247 shares worth $50.7K. The position accounts for 0.02% of the portfolio, ranked #468.

Medallion Wealth Advisors first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Medallion Wealth Advisors held 1,247 shares of WisdomTree US SmallCap Dividend Fund worth $50.7K as of Q2 2026.
Medallion Wealth Advisors bought 25 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $963.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #468 holding.
Medallion Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.