Abundance Wealth Counselors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Abundance Wealth Counselors’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	$1.19M	Buy	29,204 +14,721	+102%	+$567K	0.08%	129
2026 Q1	$521K	Sell	14,483 -69	-0.5%	-$2.49K	0.07%	141
2025 Q4	$487K	Sell	14,552 -8	-0.1%	-$267	0.08%	124
2025 Q3	$490K	Hold	14,560	–	–	0.08%	125
2025 Q2	$462K	Sell	14,560 -24	-0.2%	-$739	0.09%	126
2025 Q1	$466K	Buy	14,584 +604	+4%	+$20.3K	0.1%	119
2024 Q4	$480K	Sell	13,980 -45	-0.3%	-$1.59K	0.1%	115
2024 Q3	$484K	Buy	14,025 +2,356	+20%	+$78.3K	0.1%	113
2024 Q2	$363K	Buy	11,669 +3,505	+43%	+$110K	0.17%	62
2024 Q1	$267K	Buy	+8,164	New	+$255K	0.06%	122

Other funds holding DES

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abundance Wealth Counselors's DES Position: Q2 2026 in Review

Abundance Wealth Counselors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 102% in Q2 2026, buying an estimated $567K and bringing the position to 29,204 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #129.

Abundance Wealth Counselors first reported a position in DES in Q1 2024 and has held it in 10 quarters since. 134 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Abundance Wealth Counselors held 29,204 shares of WisdomTree US SmallCap Dividend Fund worth $1.19M as of Q2 2026.
Abundance Wealth Counselors bought 14,721 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $567K.
WisdomTree US SmallCap Dividend Fund made up 0.08% of Abundance Wealth Counselors's portfolio in Q2 2026, its #129 holding.
Abundance Wealth Counselors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.