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Steward Partners Investment Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Steward Partners Investment Advisory’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 		$3.5M Sell
86,110
-6,251
-7% -$241K 0.02% 694
2026
Q1 		$3.32M Buy
92,361
+17,043
+23% +$614K 0.02% 669
2025
Q4 		$2.52M Sell
75,318
-16,761
-18% -$560K 0.01% 697
2025
Q3 		$3.1M Buy
92,079
+5,910
+7% +$196K 0.02% 622
2025
Q2 		$2.74M Buy
86,169
+22,449
+35% +$691K 0.02% 603
2025
Q1 		$2.04M Buy
63,720
+12,570
+25% +$423K 0.02% 655
2024
Q4 		$1.76M Buy
51,150
+4,696
+10% +$166K 0.02% 680
2024
Q3 		$1.6M Buy
46,454
+10,973
+31% +$365K 0.01% 702
2024
Q2 		$1.11M Buy
35,481
+859
+2% +$27K 0.01% 775
2024
Q1 		$1.13M Buy
34,622
+11,640
+51% +$364K 0.01% 748
2023
Q4 		$739K Buy
22,982
+755
+3% +$21.9K 0.01% 834
2023
Q3 		$627K Sell
22,227
-827
-4% -$24.3K 0.01% 844
2023
Q2 		$664K Hold
23,054
– – 0.01% 836
2023
Q1 		$658K Sell
23,054
-50
-0.2% -$1.5K 0.01% 824
2022
Q4 		$657K Buy
23,104
+1,649
+8% +$47.4K 0.01% 804
2022
Q3 		$552K Hold
21,455
– – 0.01% 821
2022
Q2 		$605K Sell
21,455
-907
-4% -$27.2K 0.01% 794
2022
Q1 		$713K Buy
22,362
+550
+3% +$17.6K 0.01% 801
2021
Q4 		$717K Buy
21,812
+4,025
+23% +$130K 0.01% 817
2021
Q3 		$548K Buy
17,787
+600
+3% +$18.8K 0.01% 872
2021
Q2 		$548K Sell
17,187
-60,131
-78% -$1.94M 0.01% 893
2021
Q1 		$2.41M Buy
77,318
+60,028
+347% +$1.77M 0.04% 387
2020
Q4 		$460K Buy
17,290
+600
+4% +$14.6K 0.01% 779
2020
Q3 		$352K Sell
16,690
-1,500
-8% -$32.7K 0.01% 768
2020
Q2 		$385K Sell
18,190
-2,398
-12% -$47.6K 0.01% 699
2020
Q1 		$370K Sell
20,588
-66,729
-76% -$1.65M 0.01% 637
2019
Q4 		$2.5M Buy
87,317
+377
+0.4% +$10.5K 0.07% 265
2019
Q3 		$2.38M Buy
86,940
+17,725
+26% +$473K 0.08% 253
2019
Q2 		$1.88M Buy
69,215
+4,897
+8% +$134K 0.07% 266
2019
Q1 		$1.77M Buy
64,318
+55,580
+636% +$1.52M 0.08% 255
2018
Q4 		$214K Sell
8,738
-2,246
-20% -$61.1K 0.01% 696
2018
Q3 		$326K Sell
10,984
-408
-4% -$12.3K 0.02% 601
2018
Q2 		$338K Buy
11,392
+8,295
+268% +$239K 0.02% 538
2018
Q1 		$84K Buy
3,097
+5
+0.2% +$141 0.01% 824
2017
Q4 		$89K Buy
3,092
+11
+0.4% +$314 0.01% 660
2017
Q3 		$86K Buy
3,081
+9
+0.3% +$240 0.01% 571
2017
Q2 		$82K Buy
3,072
+6
+0.2% +$161 0.01% 526
2017
Q1 		$82K Buy
+3,066
New +$83.1K 0.01% 462

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Steward Partners Investment Advisory's DES Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 6.8% in Q2 2026, selling an estimated $241K and leaving 86,110 shares worth $3.5M. The position accounts for 0.02% of the portfolio, ranked #694.

Steward Partners Investment Advisory first reported a position in DES in Q1 2017 and has held it in 38 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Steward Partners Investment Advisory held 86,110 shares of WisdomTree US SmallCap Dividend Fund worth $3.5M as of Q2 2026.
  • Steward Partners Investment Advisory sold 6,251 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $241K.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #694 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and has held it in 38 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.