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

NewEdge 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	$1.27M	Sell	31,150 -2,984	-9%	-$115K	﹤0.01%	1509
2026 Q1	$1.23M	Sell	34,134 -4,194	-11%	-$151K	﹤0.01%	1381
2025 Q4	$1.28M	Buy	38,328 +1,383	+4%	+$46.2K	﹤0.01%	1337
2025 Q3	$1.24M	Buy	36,945 +2,277	+7%	+$75.6K	0.01%	1274
2025 Q2	$1.1M	Buy	34,668 +1,764	+5%	+$54.3K	0.01%	1227
2025 Q1	$1.05M	Sell	32,904 -11,988	-27%	-$403K	0.01%	1162
2024 Q4	$1.54M	Sell	44,892 -573	-1%	-$20.3K	0.01%	946
2024 Q3	$1.57M	Sell	45,465 -34,546	-43%	-$1.15M	0.01%	903
2024 Q2	$2.49M	Buy	80,011 +12,738	+19%	+$400K	0.02%	660
2024 Q1	$2.2M	Buy	67,273 +29,728	+79%	+$930K	0.02%	655
2023 Q4	$1.18M	Buy	37,545 +32,059	+584%	+$931K	0.01%	864
2023 Q3	$155K	Sell	5,486 -3,348	-38%	-$98.3K	﹤0.01%	1705
2023 Q2	$254K	Sell	8,834 -4,760	-35%	-$133K	﹤0.01%	1530
2023 Q1	$388K	Buy	13,594 +10,249	+306%	+$307K	﹤0.01%	1228
2022 Q4	$95	Buy	+3,345	New	+$96.1K	﹤0.01%	3382
2021 Q1	–	Sell	-7,884	Closed	-$210K	–	1048
2020 Q4	$210K	Buy	+7,884	New	+$191K	0.01%	886
2020 Q3	–	Sell	-11,919	Closed	-$252K	–	936
2020 Q2	$252K	Sell	11,919 -25,504	-68%	-$507K	0.01%	718
2020 Q1	$674K	Sell	37,423 -9,223	-20%	-$228K	0.03%	387
2019 Q4	$1.34M	Sell	46,646 -7,728	-14%	-$215K	0.05%	308
2019 Q3	$1.49M	Sell	54,374 -874	-2%	-$23.3K	0.07%	269
2019 Q2	$1.5M	Buy	55,248 +2,567	+5%	+$70.2K	0.09%	215
2019 Q1	$1.45M	Sell	52,681 -1,173	-2%	-$32K	0.09%	221
2018 Q4	$1.32K	Sell	53,854 -8,330	-13%	-$227K	0.09%	204
2018 Q3	$1.85M	Buy	62,184 +16,077	+35%	+$484K	0.14%	153
2018 Q2	$1.37K	Buy	46,107 +23,069	+100%	+$665K	0.13%	176
2018 Q1	$619K	Buy	23,038 +1,615	+8%	+$45.6K	0.07%	243
2017 Q4	$625K	Buy	+21,423	New	+$611K	0.08%	209
2017 Q3	–	Sell	-1,998	Closed	-$53.2K	–	533
2017 Q2	$53.2K	Buy	+1,998	New	+$53.6K	0.01%	523

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

NewEdge Advisors's DES Position: Q2 2026 in Review

NewEdge Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 8.7% in Q2 2026, selling an estimated $115K and leaving 31,150 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

NewEdge Advisors first reported a position in DES in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.49M in Q2 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

NewEdge Advisors held 31,150 shares of WisdomTree US SmallCap Dividend Fund worth $1.27M as of Q2 2026.
NewEdge Advisors sold 2,984 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $115K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1509 holding.
NewEdge Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and has held it in 28 quarters since.
NewEdge Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $2.49M in Q2 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.