Q1WB
DES icon

Quest 10 Wealth Builders’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Quest 10 Wealth Builders’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
-88
Closed -$3.16K – 785
2026
Q1 		$3.16K Buy
+88
New +$3.17K ﹤0.01% 580

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

Quest 10 Wealth Builders's DES Position: Q2 2026 in Review

Quest 10 Wealth Builders sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 88 shares — an estimated $3.16K sold.

Quest 10 Wealth Builders first reported a position in DES in Q1 2026 and held it in 1 quarter. The position peaked at $3.16K in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Quest 10 Wealth Builders reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 88 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.16K.
  • Quest 10 Wealth Builders first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Quest 10 Wealth Builders's WisdomTree US SmallCap Dividend Fund position peaked at $3.16K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.