Action Point Financial Planning’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Action Point Financial Planning’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	$973K	Buy	+23,936	New	+$922K	0.1%	169

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

Action Point Financial Planning's DES Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 23,936 shares worth $973K. The stake represents 0.1% of the portfolio and ranks #169 among its holdings.

368 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Action Point Financial Planning held 23,936 shares of WisdomTree US SmallCap Dividend Fund worth $973K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new Action Point Financial Planning position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.1% of Action Point Financial Planning's portfolio in Q2 2026, its #169 holding.
368 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.