Moneta Group Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Moneta Group Investment 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	–	Sell	-35,081	Closed	-$1.26M	–	892
2026 Q1	$1.26M	Sell	35,081 -718	-2%	-$25.9K	0.01%	332
2025 Q4	$1.2M	Buy	+35,799	New	+$1.2M	0.01%	332
2020 Q1	–	Sell	-907	Closed	-$26K	–	249
2019 Q4	$26K	Sell	907 -43	-5%	-$1.2K	﹤0.01%	268
2019 Q3	$26K	Buy	+950	New	+$25.3K	﹤0.01%	268

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

Moneta Group Investment Advisors's DES Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 35,081 shares — an estimated $1.26M sold.

Moneta Group Investment Advisors first reported a position in DES in Q3 2019 and held it in 4 quarters. The position peaked at $1.26M in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Moneta Group Investment Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Moneta Group Investment Advisors sold 35,081 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $1.26M.
Moneta Group Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and held it in 4 quarters.
Moneta Group Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.26M in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.