Wealthspire Advisors (New York)’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wealthspire Advisors (New York)’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	$349K	Buy	8,588 +2,250	+36%	+$86.7K	﹤0.01%	939
2026 Q1	$228K	Buy	+6,338	New	+$229K	﹤0.01%	815
2025 Q4	–	Sell	-1,626	Closed	-$54.8K	–	1484
2025 Q3	$54.8K	Buy	+1,626	New	+$54K	﹤0.01%	1213

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

Wealthspire Advisors (New York)'s DES Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 36% in Q2 2026, buying an estimated $86.7K and bringing the position to 8,588 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Wealthspire Advisors (New York) first reported a position in DES in Q3 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Wealthspire Advisors (New York) held 8,588 shares of WisdomTree US SmallCap Dividend Fund worth $349K as of Q2 2026.
Wealthspire Advisors (New York) bought 2,250 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $86.7K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #939 holding.
Wealthspire Advisors (New York) first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 3 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.