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

TCI 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	$208K	Buy	+5,110	New	+$197K	0.01%	255
2023 Q2	–	Sell	-3,701	Closed	-$106K	–	722
2023 Q1	$106K	Hold	3,701	–	–	0.01%	276
2022 Q4	$105K	Hold	3,701	–	–	0.01%	252
2022 Q3	$95K	Sell	3,701 -1,080	-23%	-$31.3K	0.02%	254
2022 Q2	$135K	Hold	4,781	–	–	0.02%	212
2022 Q1	$152K	Hold	4,781	–	–	0.02%	209
2021 Q4	$157K	Hold	4,781	–	–	0.02%	199
2021 Q3	$147K	Hold	4,781	–	–	0.02%	228
2021 Q2	$152K	Hold	4,781	–	–	0.03%	209
2021 Q1	$149K	Hold	4,781	–	–	0.06%	190
2020 Q4	$127K	Hold	4,781	–	–	0.06%	207
2020 Q3	$101K	Hold	4,781	–	–	0.04%	208
2020 Q2	$101K	Hold	4,781	–	–	0.04%	208
2020 Q1	$86K	Buy	4,781 +2,919	+157%	+$72.2K	0.04%	227
2019 Q4	$53K	Hold	1,862	–	–	0.02%	369
2019 Q3	$51K	Hold	1,862	–	–	0.02%	325
2019 Q2	$50K	Buy	1,862 +131	+8%	+$3.58K	0.02%	309
2019 Q1	$48K	Buy	1,731 +46	+3%	+$1.26K	0.02%	340
2018 Q4	$41K	Hold	1,685	–	–	0.02%	343
2018 Q3	$50K	Hold	1,685	–	–	0.02%	336
2018 Q2	$50K	Hold	1,685	–	–	0.02%	318
2018 Q1	$46K	Buy	1,685 +50	+3%	+$1.41K	0.02%	344
2017 Q4	$47K	Hold	1,635	–	–	0.02%	355
2017 Q3	$46K	Hold	1,635	–	–	0.02%	326
2017 Q2	$44K	Buy	1,635 +453	+38%	+$12.2K	0.02%	329
2017 Q1	$32K	Hold	1,182	–	–	0.02%	364
2016 Q4	$33K	Hold	1,182	–	–	0.02%	391
2016 Q3	$30K	Hold	1,182	–	–	0.02%	366
2016 Q2	$28K	Hold	1,182	–	–	0.02%	374
2016 Q1	$27K	Buy	1,182 +732	+163%	+$15.3K	0.02%	386
2015 Q4	$10K	Hold	450	–	–	0.01%	578
2015 Q3	$9K	Buy	+450	New	+$10K	0.01%	526

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 29.18% 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

TCI Wealth Advisors's DES Position: Q2 2026 in Review

TCI Wealth Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 5,110 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #255 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in DES as recently as Q1 2023.

TCI Wealth Advisors first reported a position in DES in Q3 2015 and has held it in 32 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

TCI Wealth Advisors held 5,110 shares of WisdomTree US SmallCap Dividend Fund worth $208K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new TCI Wealth Advisors position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #255 holding.
TCI Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2015 and has held it in 32 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.