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DESDES
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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in WISDOMTREE US SMALLCAP DIVID

Steward Partners Investment Advisory, LLC holds 86,110 shares of DES (WISDOMTREE US SMALLCAP DIVID), worth $3.5M as of 2026-Q2. The position was decreased (-6.8% shares). DES represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$3.5M

Current Shares

86,110

Total Value Change

+$1.9M

Total Shares Change

+39,656

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
86,110
-6.8%
$3.5M0.0%$40.64
0
2026-Q1
Increased
92,361
+22.6%
$3.3M0.0%$35.66
32
2025-Q4
Decreased
75,318
-18.2%
$2.5M0.0%$33.10
0
2025-Q3
Increased
92,079
+6.9%
$3.1M0.0%$33.03
28
2025-Q2
Increased
86,169
+35.2%
$2.7M0.0%$30.91
34
2025-Q1
Increased
63,720
+24.6%
$2M0.0%$30.85
32
2024-Q4
Increased
51,150
+10.1%
$1.8M0.0%$33.02
28
2024-Q3
Increased
46,454
+30.9%
$1.6M0.0%$32.88
32

Other major holders of DES: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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