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

Prosperity Capital 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 		$351K Buy
+8,638
New +$333K 0.02% 321

Other funds holding DES

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prosperity Capital Advisors's DES Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 8,638 shares worth $351K. The stake represents 0.02% of the portfolio and ranks #321 among its holdings.

77 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Prosperity Capital Advisors held 8,638 shares of WisdomTree US SmallCap Dividend Fund worth $351K as of Q2 2026.
  • WisdomTree US SmallCap Dividend Fund was a new Prosperity Capital Advisors position in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #321 holding.
  • 77 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.