United Advisor Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

United Advisor Group’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	$580K	Sell	14,264 -404	-3%	-$15.6K	0.06%	289
2026 Q1	$527K	Sell	14,668 -188	-1%	-$6.78K	0.07%	274
2025 Q4	$497K	Sell	14,856 -21,977	-60%	-$734K	0.06%	282
2025 Q3	$1.24M	Sell	36,833 -73	-0.2%	-$2.42K	0.17%	141
2025 Q2	$1.17M	Buy	36,906 +345	+0.9%	+$10.6K	0.2%	120
2025 Q1	$1.17M	Sell	36,561 -57	-0.2%	-$1.92K	0.24%	100
2024 Q4	$1.26M	Sell	36,618 -2,383	-6%	-$84.3K	0.25%	98
2024 Q3	$1.35M	Buy	39,001 +608	+2%	+$20.2K	0.3%	82
2024 Q2	$1.2M	Buy	38,393 +4,904	+15%	+$154K	0.37%	69
2024 Q1	$1.09M	Buy	+33,489	New	+$1.05M	0.41%	69

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

United Advisor Group's DES Position: Q2 2026 in Review

United Advisor Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.8% in Q2 2026, selling an estimated $15.6K and leaving 14,264 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #289.

United Advisor Group first reported a position in DES in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.35M in Q3 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

United Advisor Group held 14,264 shares of WisdomTree US SmallCap Dividend Fund worth $580K as of Q2 2026.
United Advisor Group sold 404 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $15.6K.
WisdomTree US SmallCap Dividend Fund made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #289 holding.
United Advisor Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's WisdomTree US SmallCap Dividend Fund position peaked at $1.35M in Q3 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.