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

Midland 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	$289K	Hold	7,099	–	–	0.01%	143
2026 Q1	$255K	Hold	7,099	–	–	0.01%	146
2025 Q4	$237K	Hold	7,099	–	–	0.01%	153
2025 Q3	$239K	Sell	7,099 -148	-2%	-$4.92K	0.01%	160
2025 Q2	$230K	Sell	7,247 -4,734	-40%	-$146K	0.01%	162
2025 Q1	$383K	Hold	11,981	–	–	0.02%	137
2024 Q4	$412K	Sell	11,981 -1,500	-11%	-$53.1K	0.02%	140
2024 Q3	$465K	Sell	13,481 -727	-5%	-$24.2K	0.03%	143
2024 Q2	$443K	Buy	14,208 +525	+4%	+$16.5K	0.03%	150
2024 Q1	$447K	Sell	13,683 -11,720	-46%	-$367K	0.03%	148
2023 Q4	$817K	Buy	+25,403	New	+$738K	0.06%	102

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 29.2% 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

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

Midland Wealth Advisors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 7,099 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #143.

Midland Wealth Advisors first reported a position in DES in Q4 2023 and has held it in 11 quarters since. The position peaked at $817K in Q4 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Midland Wealth Advisors held 7,099 shares of WisdomTree US SmallCap Dividend Fund worth $289K as of Q2 2026.
Midland Wealth Advisors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Midland Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Midland Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $817K in Q4 2023.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.