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

Vance Wealth’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	-7,728	Closed	-$278K	–	138
2026 Q1	$278K	Hold	7,728	–	–	0.08%	100
2025 Q4	$259K	Hold	7,728	–	–	0.08%	102
2025 Q3	$260K	Hold	7,728	–	–	0.08%	102
2025 Q2	$245K	Hold	7,728	–	–	0.08%	102
2025 Q1	$247K	Hold	7,728	–	–	0.09%	91
2024 Q4	$265K	Hold	7,728	–	–	0.1%	84
2024 Q3	$267K	Hold	7,728	–	–	0.1%	84
2024 Q2	$241K	Hold	7,728	–	–	0.1%	84
2024 Q1	$253K	Hold	7,728	–	–	0.1%	80
2023 Q4	$249K	Hold	7,728	–	–	0.11%	73
2023 Q3	$218K	Hold	7,728	–	–	0.1%	75
2023 Q2	$222K	Hold	7,728	–	–	0.1%	74
2023 Q1	$221K	Hold	7,728	–	–	0.12%	67
2022 Q4	$220K	Buy	+7,728	New	+$222K	0.14%	67
2022 Q3	–	Sell	-7,728	Closed	-$218K	–	66
2022 Q2	$218K	Hold	7,728	–	–	0.17%	58
2022 Q1	$246K	Hold	7,728	–	–	0.31%	49
2021 Q4	$254K	Buy	+7,728	New	+$250K	0.25%	50

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

Vance Wealth's DES Position: Q2 2026 in Review

Vance Wealth sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 7,728 shares — an estimated $278K sold.

Vance Wealth first reported a position in DES in Q4 2021 and held it in 17 quarters. The position peaked at $278K in Q1 2026. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Vance Wealth reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Vance Wealth sold 7,728 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $278K.
Vance Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and held it in 17 quarters.
Vance Wealth's WisdomTree US SmallCap Dividend Fund position peaked at $278K in Q1 2026.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.