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

Western Wealth Management’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	$203K	Buy	+4,981	New	+$192K	0.01%	966
2022 Q4	–	Sell	-9,274	Closed	-$238K	–	642
2022 Q3	$238K	Buy	+9,274	New	+$269K	0.01%	705
2022 Q2	–	Sell	-6,562	Closed	-$210K	–	802
2022 Q1	$210K	Buy	+6,562	New	+$210K	0.01%	777
2020 Q2	–	Sell	-10,605	Closed	-$191K	–	433
2020 Q1	$191K	Hold	10,605	–	–	0.04%	346
2019 Q4	$304K	Hold	10,605	–	–	0.05%	309
2019 Q3	$291K	Sell	10,605 -1,278	-11%	-$34.1K	0.06%	294
2019 Q2	$322K	Buy	11,883 +10	+0.1%	+$273	0.04%	290
2019 Q1	$327K	Buy	11,873 +2	+0%	+$55	0.07%	268
2018 Q4	$292K	Buy	+11,871	New	+$323K	0.08%	258

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

Western Wealth Management's DES Position: Q2 2026 in Review

Western Wealth Management opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 4,981 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in DES as recently as Q3 2022.

Western Wealth Management first reported a position in DES in Q4 2018 and has held it in 9 quarters since. The position peaked at $327K in Q1 2019. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Western Wealth Management held 4,981 shares of WisdomTree US SmallCap Dividend Fund worth $203K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new Western Wealth Management position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #966 holding.
Western Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and has held it in 9 quarters since.
Western Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $327K in Q1 2019.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

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