Wealth Enhancement Advisory Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wealth Enhancement Advisory Services’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	$4.55M	Sell	113,225 -1,315	-1%	-$50.7K	0.01%	1068
2026 Q1	$4.15M	Sell	114,540 -28,140	-20%	-$1.01M	0.01%	982
2025 Q4	$4.92M	Sell	142,680 -1,569	-1%	-$52.4K	0.01%	1026
2025 Q3	$4.83M	Sell	144,249 -8,493	-6%	-$282K	0.01%	966
2025 Q2	$5.07M	Sell	152,742 -495	-0.3%	-$15.2K	0.01%	890
2025 Q1	$4.9M	Sell	153,237 -7,541	-5%	-$254K	0.01%	842
2024 Q4	$5.52M	Buy	160,778 +8,669	+6%	+$307K	0.01%	765
2024 Q3	$5.25M	Sell	152,109 -684	-0.4%	-$22.7K	0.01%	705
2024 Q2	$4.76M	Sell	152,793 -9,465	-6%	-$297K	0.01%	706
2024 Q1	$5.3M	Sell	162,258 -8,282	-5%	-$259K	0.01%	645
2023 Q4	$5.49M	Buy	170,540 +12,744	+8%	+$370K	0.02%	587
2023 Q3	$4.45M	Buy	+157,796	New	+$4.63M	0.01%	613

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

Wealth Enhancement Advisory Services's DES Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.1% in Q2 2026, selling an estimated $50.7K and leaving 113,225 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #1068.

Wealth Enhancement Advisory Services first reported a position in DES in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.52M in Q4 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Wealth Enhancement Advisory Services held 113,225 shares of WisdomTree US SmallCap Dividend Fund worth $4.55M as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,315 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $50.7K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1068 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's WisdomTree US SmallCap Dividend Fund position peaked at $5.52M in Q4 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.