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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s DES Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026: 6,338 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in DES as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in DES in Q3 2025 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • Wealthspire Advisors (New York) held 6,338 shares of WisdomTree US SmallCap Dividend Fund worth $228K as of Q1 2026.
  • WisdomTree US SmallCap Dividend Fund was a new Wealthspire Advisors (New York) position in Q1 2026.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #815 holding.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.