World Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

World Investment Advisors’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	$1.43M	Sell	39,695 -264	-0.7%	-$10.2K	0.02%	585
2026 Q1	$1.44M	Buy	39,959 +9,291	+30%	+$335K	0.02%	594
2025 Q4	$1.03M	Buy	30,668 +1,864	+6%	+$62.3K	0.02%	675
2025 Q3	$970K	Buy	28,804 +2,220	+8%	+$73.7K	0.02%	576
2025 Q2	$844K	Buy	26,584 +1,350	+5%	+$41.6K	0.02%	562
2025 Q1	$806K	Sell	25,234 -1,276	-5%	-$42.9K	0.02%	562
2024 Q4	$911K	Buy	26,510 +1,444	+6%	+$51.1K	0.02%	497
2024 Q3	$865K	Buy	+25,066	New	+$833K	0.03%	460

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

World Investment Advisors's DES Position: Q2 2026 in Review

World Investment Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.66% in Q2 2026, selling an estimated $10.2K and leaving 39,695 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #585.

World Investment Advisors first reported a position in DES in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

World Investment Advisors held 39,695 shares of WisdomTree US SmallCap Dividend Fund worth $1.43M as of Q2 2026.
World Investment Advisors sold 264 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $10.2K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #585 holding.
World Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $1.44M in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.