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

New Insight 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	$393K	Buy	9,654 +896	+10%	+$34.5K	0.12%	88
2026 Q1	$315K	Sell	8,758 -140	-2%	-$5.05K	0.11%	87
2025 Q4	$298K	Sell	8,898 -331	-4%	-$11.1K	0.11%	94
2025 Q3	$311K	Sell	9,229 -2,415	-21%	-$80.2K	0.12%	90
2025 Q2	$370K	Sell	11,644 -4,057	-26%	-$125K	0.15%	80
2025 Q1	$502K	Buy	15,701 +975	+7%	+$32.8K	0.23%	61
2024 Q4	$506K	Buy	14,726 +7,492	+104%	+$265K	0.25%	51
2024 Q3	$250K	Buy	7,234 +100	+1%	+$3.32K	0.13%	79
2024 Q2	$222K	Sell	7,134 -540	-7%	-$17K	0.13%	78
2024 Q1	$251K	Buy	7,674 +1,325	+21%	+$41.5K	0.16%	70
2023 Q4	$204K	Buy	+6,349	New	+$184K	0.14%	78

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

New Insight Wealth Advisors's DES Position: Q2 2026 in Review

New Insight Wealth Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 10% in Q2 2026, buying an estimated $34.5K and bringing the position to 9,654 shares worth $393K. The position accounts for 0.12% of the portfolio, ranked #88.

New Insight Wealth Advisors first reported a position in DES in Q4 2023 and has held it in 11 quarters since. The position peaked at $506K in Q4 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

New Insight Wealth Advisors held 9,654 shares of WisdomTree US SmallCap Dividend Fund worth $393K as of Q2 2026.
New Insight Wealth Advisors bought 896 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $34.5K.
WisdomTree US SmallCap Dividend Fund made up 0.12% of New Insight Wealth Advisors's portfolio in Q2 2026, its #88 holding.
New Insight Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $506K in Q4 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.