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

Sanctuary 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	$628K	Buy	15,428 +2,315	+18%	+$89.2K	﹤0.01%	1803
2026 Q1	$471K	Buy	13,113 +711	+6%	+$25.6K	﹤0.01%	1821
2025 Q4	$415K	Sell	12,402 -835	-6%	-$27.9K	﹤0.01%	1835
2025 Q3	$446K	Sell	13,237 -3,375	-20%	-$112K	﹤0.01%	1777
2025 Q2	$528K	Sell	16,612 -1,327	-7%	-$40.9K	﹤0.01%	1607
2025 Q1	$573K	Sell	17,939 -1,616	-8%	-$54.4K	﹤0.01%	1440
2024 Q4	$684K	Sell	19,555 -2,414	-11%	-$85.4K	﹤0.01%	1489
2024 Q3	$819K	Sell	21,969 -2,598	-11%	-$86.4K	0.01%	1375
2024 Q2	$768K	Buy	+24,567	New	+$772K	0.01%	1351

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 29.2% 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

Sanctuary Advisors's DES Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 18% in Q2 2026, buying an estimated $89.2K and bringing the position to 15,428 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Sanctuary Advisors first reported a position in DES in Q2 2024 and has held it in 9 quarters since. The position peaked at $819K in Q3 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Sanctuary Advisors held 15,428 shares of WisdomTree US SmallCap Dividend Fund worth $628K as of Q2 2026.
Sanctuary Advisors bought 2,315 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $89.2K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1803 holding.
Sanctuary Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $819K in Q3 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.