Spire Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Spire Wealth Management’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	$20.3K	Hold	500	–	–	﹤0.01%	1436
2026 Q1	$18K	Hold	500	–	–	﹤0.01%	1456
2025 Q4	$16.7K	Buy	+500	New	+$16.7K	﹤0.01%	1547
2025 Q2	–	Sell	-680	Closed	-$21.7K	–	2418
2025 Q1	$21.7K	Hold	680	–	–	﹤0.01%	1584
2024 Q4	$23.4K	Hold	680	–	–	﹤0.01%	1571
2024 Q3	$23.5K	Hold	680	–	–	﹤0.01%	1393
2024 Q2	$21.2K	Sell	680 -1,475	-68%	-$46.3K	﹤0.01%	1423
2024 Q1	$70.4K	Sell	2,155 -1,427	-40%	-$44.6K	﹤0.01%	1105
2023 Q4	$110K	Buy	3,582 +2,295	+178%	+$66.7K	﹤0.01%	969
2023 Q3	$36.3K	Hold	1,287	–	–	﹤0.01%	1290
2023 Q2	$37.1K	Hold	1,287	–	–	﹤0.01%	1333
2023 Q1	$36.8K	Buy	+1,287	New	+$38.5K	﹤0.01%	1339
2022 Q4	–	Sell	-354	Closed	-$9K	–	2327
2022 Q3	$9K	Sell	354 -1,284	-78%	-$37.2K	﹤0.01%	1587
2022 Q2	$46K	Sell	1,638 -2,882	-64%	-$86.5K	﹤0.01%	1320
2022 Q1	$144K	Sell	4,520 -40,795	-90%	-$1.3M	﹤0.01%	1033
2021 Q4	$1.49M	Buy	45,315 +38,481	+563%	+$1.24M	0.03%	361
2021 Q3	$211K	Buy	6,834 +3	+0%	+$94	0.01%	893
2021 Q2	$218K	Sell	6,831 -40,780	-86%	-$1.32M	0.01%	914
2021 Q1	$1.5M	Buy	+47,611	New	+$1.4M	0.04%	345

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

Spire Wealth Management's DES Position: Q2 2026 in Review

Spire Wealth Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 500 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Spire Wealth Management first reported a position in DES in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.5M in Q1 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Spire Wealth Management held 500 shares of WisdomTree US SmallCap Dividend Fund worth $20.3K as of Q2 2026.
Spire Wealth Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1436 holding.
Spire Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2021 and has held it in 19 quarters since.
Spire Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $1.5M in Q1 2021.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.