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WealthShield Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

WealthShield Partners’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
-28,099
Closed -$1.01M – 422
2026
Q1 		$1.01M Sell
28,099
-274
-1% -$9.88K 0.11% 185
2025
Q4 		$949K Sell
28,373
-71
-0.2% -$2.37K 0.1% 186
2025
Q3 		$958K Buy
28,444
+381
+1% +$12.7K 0.11% 181
2025
Q2 		$891K Sell
28,063
-1,136
-4% -$35K 0.11% 182
2025
Q1 		$933K Buy
29,199
+1,612
+6% +$54.2K 0.12% 170
2024
Q4 		$948K Buy
27,587
+1
+0% +$35 0.13% 155
2024
Q3 		$951K Buy
27,586
+6,108
+28% +$203K 0.13% 160
2024
Q2 		$669K Buy
21,478
+483
+2% +$15.2K 0.1% 178
2024
Q1 		$686K Sell
20,995
-2,018
-9% -$63.1K 0.11% 175
2023
Q4 		$741K Buy
23,013
+132
+0.6% +$3.83K 0.12% 168
2023
Q3 		$645K Sell
22,881
-871
-4% -$25.6K 0.1% 189
2023
Q2 		$684K Buy
23,752
+3,775
+19% +$105K 0.1% 180
2023
Q1 		$571K Buy
+19,977
New +$598K 0.09% 192
2022
Q4 		– Sell
-22,257
Closed -$573K – 293
2022
Q3 		$573K Buy
22,257
+653
+3% +$18.9K 0.11% 183
2022
Q2 		$610K Buy
21,604
+359
+2% +$10.8K 0.12% 175
2022
Q1 		$677K Sell
21,245
-18,808
-47% -$601K 0.11% 193
2021
Q4 		$1.32M Buy
+40,053
New +$1.3M 0.22% 98
2021
Q3 		– Sell
-1,765
Closed -$56K – 341
2021
Q2 		$56K Buy
1,765
+1,666
+1,683% +$53.9K 0.01% 454
2021
Q1 		$3K Buy
+99
New +$2.92K ﹤0.01% 1020
2020
Q1 		– Sell
-1,637
Closed -$47K – 275
2019
Q4 		$47K Hold
1,637
– – 0.02% 215
2019
Q3 		$45K Buy
+1,637
New +$43.7K 0.02% 203
2019
Q2 		– Sell
-1,293
Closed -$36K – 232
2019
Q1 		$36K Hold
1,293
– – 0.02% 200
2018
Q4 		$32K Hold
1,293
– – 0.02% 176
2018
Q3 		$38K Hold
1,293
– – 0.02% 173
2018
Q2 		$38K Hold
1,293
– – 0.02% 164
2018
Q1 		$35K Sell
1,293
-546
-30% -$15.4K 0.02% 161
2017
Q4 		$54K Buy
+1,839
New +$52.4K 0.03% 152

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 29.18% 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

WealthShield Partners's DES Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 28,099 shares — an estimated $1.01M sold.

WealthShield Partners first reported a position in DES in Q4 2017 and held it in 27 quarters. The position peaked at $1.32M in Q4 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • WealthShield Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 28,099 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $1.01M.
  • WealthShield Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and held it in 27 quarters.
  • WealthShield Partners's WisdomTree US SmallCap Dividend Fund position peaked at $1.32M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.