MMA
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Miracle Mile Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Miracle Mile 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 		$936K Buy
23,014
+1,715
+8% +$66.1K 0.01% 462
2026
Q1 		$765K Buy
21,299
+1,665
+8% +$60K 0.01% 480
2025
Q4 		$657K Buy
19,634
+1,957
+11% +$65.4K 0.01% 508
2025
Q3 		$595K Sell
17,677
-728
-4% -$24.2K 0.01% 516
2025
Q2 		$585K Buy
18,405
+1,567
+9% +$48.3K 0.01% 455
2025
Q1 		$538K Sell
16,838
-10,542
-39% -$355K 0.01% 423
2024
Q4 		$941K Buy
27,380
+313
+1% +$11.1K 0.02% 344
2024
Q3 		$934K Sell
27,067
-1,822
-6% -$60.6K 0.02% 288
2024
Q2 		$900K Sell
28,889
-4,857
-14% -$153K 0.02% 282
2024
Q1 		$1.1M Buy
33,746
+15,584
+86% +$488K 0.03% 251
2023
Q4 		$584K Sell
18,162
-14,337
-44% -$416K 0.02% 322
2023
Q3 		$916K Buy
32,499
+4,578
+16% +$134K 0.03% 263
2023
Q2 		$804K Buy
27,921
+816
+3% +$22.7K 0.02% 288
2023
Q1 		$774K Buy
+27,105
New +$811K 0.03% 309
2015
Q4 		– Sell
-40,155
Closed -$843K – 57
2015
Q3 		$843K Sell
40,155
-2,175
-5% -$48.5K 0.28% 29
2015
Q2 		$994K Buy
42,330
+24,930
+143% +$593K 0.67% 15
2015
Q1 		$418K Buy
17,400
+4,710
+37% +$111K 0.44% 16
2014
Q4 		$300K Buy
+12,690
New +$290K 0.32% 22

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

Miracle Mile Advisors's DES Position: Q2 2026 in Review

Miracle Mile Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 8.1% in Q2 2026, buying an estimated $66.1K and bringing the position to 23,014 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #462.

Miracle Mile Advisors first reported a position in DES in Q4 2014 and has held it in 18 quarters since. The position peaked at $1.1M in Q1 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Miracle Mile Advisors held 23,014 shares of WisdomTree US SmallCap Dividend Fund worth $936K as of Q2 2026.
  • Miracle Mile Advisors bought 1,715 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $66.1K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Miracle Mile Advisors's portfolio in Q2 2026, its #462 holding.
  • Miracle Mile Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2014 and has held it in 18 quarters since.
  • Miracle Mile Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.1M in Q1 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.