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Sound Income Strategies’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sound Income Strategies’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
-481
Closed -$17.4K – 927
2026
Q1 		$17.4K Buy
481
+1
+0.2% +$36 ﹤0.01% 1250
2025
Q4 		$17.1K Buy
480
+4
+0.8% +$134 ﹤0.01% 1217
2025
Q3 		$15.8K Buy
+476
New +$15.8K ﹤0.01% 875

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sound Income Strategies's DES Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 481 shares — an estimated $17.4K sold.

Sound Income Strategies first reported a position in DES in Q3 2025 and held it in 3 quarters. The position peaked at $17.4K in Q1 2026. 320 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Sound Income Strategies reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 481 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $17.4K.
  • Sound Income Strategies first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's WisdomTree US SmallCap Dividend Fund position peaked at $17.4K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.