PAG
DES icon

Powers Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Powers Advisory Group’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 		$1.99M Buy
48,890
+29
+0.1% +$1.12K 0.62% 28
2026
Q1 		$1.76M Sell
48,861
-195
-0.4% -$7.03K 0.62% 31
2025
Q4 		$1.64M Buy
49,056
+38
+0.1% +$1.27K 0.62% 31
2025
Q3 		$1.65M Buy
49,018
+20
+0% +$664 0.66% 30
2025
Q2 		$1.56M Buy
48,998
+1,059
+2% +$32.6K 0.68% 26
2025
Q1 		$1.53M Sell
47,939
-1,062
-2% -$35.7K 0.73% 26
2024
Q4 		$1.68M Buy
49,001
+215
+0.4% +$7.6K 0.84% 22
2024
Q3 		$1.68M Buy
48,786
+343
+0.7% +$11.4K 0.84% 23
2024
Q2 		$1.51M Sell
48,443
-408
-0.8% -$12.8K 0.82% 23
2024
Q1 		$1.6M Buy
48,851
+523
+1% +$16.4K 0.91% 24
2023
Q4 		$1.55M Buy
48,328
+2,287
+5% +$66.4K 0.96% 22
2023
Q3 		$1.3M Sell
46,041
-1,557
-3% -$45.7K 0.88% 25
2023
Q2 		$1.37M Buy
47,598
+2,034
+4% +$56.7K 0.91% 25
2023
Q1 		$1.3M Buy
45,564
+2,795
+7% +$83.7K 0.91% 26
2022
Q4 		$1.22M Buy
42,769
+783
+2% +$22.5K 0.9% 27
2022
Q3 		$1.08M Buy
41,986
+821
+2% +$23.8K 0.86% 29
2022
Q2 		$1.16M Buy
41,165
+2,155
+6% +$64.7K 0.89% 27
2022
Q1 		$1.24M Buy
39,010
+715
+2% +$22.8K 0.87% 27
2021
Q4 		$1.26M Buy
+38,295
New +$1.24M 0.89% 28

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

Powers Advisory Group's DES Position: Q2 2026 in Review

Powers Advisory Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.06% in Q2 2026, buying an estimated $1.12K and bringing the position to 48,890 shares worth $1.99M. The position accounts for 0.62% of the portfolio, ranked #28.

Powers Advisory Group first reported a position in DES in Q4 2021 and has held it in 19 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Powers Advisory Group held 48,890 shares of WisdomTree US SmallCap Dividend Fund worth $1.99M as of Q2 2026.
  • Powers Advisory Group bought 29 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $1.12K.
  • WisdomTree US SmallCap Dividend Fund made up 0.62% of Powers Advisory Group's portfolio in Q2 2026, its #28 holding.
  • Powers Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.