San Luis Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

San Luis 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	$201K	Buy	+4,936	New	+$190K	0.03%	178

Other funds holding DES

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

San Luis Wealth Advisors's DES Position: Q2 2026 in Review

San Luis Wealth Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 4,936 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #178 among its holdings.

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

San Luis Wealth Advisors held 4,936 shares of WisdomTree US SmallCap Dividend Fund worth $201K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new San Luis Wealth Advisors position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #178 holding.
58 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.