Robinson Smith Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Robinson Smith 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	$354K	Sell	8,690 -165	-2%	-$6.36K	0.21%	69
2026 Q1	$318K	Sell	8,855 -1,255	-12%	-$45.2K	0.22%	63
2025 Q4	$338K	Sell	10,110 -2,410	-19%	-$80.5K	0.23%	61
2025 Q3	$422K	Sell	12,520 -1,746	-12%	-$58K	0.3%	53
2025 Q2	$453K	Hold	14,266	–	–	0.36%	49
2025 Q1	$456K	Sell	14,266 -2,075	-13%	-$69.8K	0.38%	51
2024 Q4	$561K	Hold	16,341	–	–	0.48%	42
2024 Q3	$564K	Sell	16,341 -2,400	-13%	-$79.8K	0.48%	45
2024 Q2	$584K	Hold	18,741	–	–	0.51%	45
2024 Q1	$612K	Hold	18,741	–	–	0.59%	44
2023 Q4	$603K	Buy	+18,741	New	+$544K	0.59%	43

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 29.18% 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

Robinson Smith Wealth Advisors's DES Position: Q2 2026 in Review

Robinson Smith Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.9% in Q2 2026, selling an estimated $6.36K and leaving 8,690 shares worth $354K. The position accounts for 0.21% of the portfolio, ranked #69.

Robinson Smith Wealth Advisors first reported a position in DES in Q4 2023 and has held it in 11 quarters since. The position peaked at $612K in Q1 2024. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Robinson Smith Wealth Advisors held 8,690 shares of WisdomTree US SmallCap Dividend Fund worth $354K as of Q2 2026.
Robinson Smith Wealth Advisors sold 165 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $6.36K.
WisdomTree US SmallCap Dividend Fund made up 0.21% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Robinson Smith Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Robinson Smith Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $612K in Q1 2024.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.