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Apella Capital’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Apella Capital’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 		$1.06M Hold
26,457
– – 0.02% 364
2026
Q1 		$1.01M Buy
26,457
+715
+3% +$25.8K 0.02% 366
2025
Q4 		$861K Sell
25,742
-465
-2% -$15.5K 0.02% 293
2025
Q3 		$863K Buy
26,207
+465
+2% +$15.4K 0.02% 267
2025
Q2 		$841K Sell
25,742
-2,040
-7% -$62.8K 0.02% 243
2025
Q1 		$832K Sell
27,782
-712
-2% -$23.9K 0.03% 208
2024
Q4 		$979K Buy
+28,494
New +$1.01M 0.04% 164

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Apella Capital's DES Position: Q2 2026 in Review

Apella Capital held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 26,457 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #364.

Apella Capital first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Apella Capital held 26,457 shares of WisdomTree US SmallCap Dividend Fund worth $1.06M as of Q2 2026.
  • Apella Capital left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Apella Capital's portfolio in Q2 2026, its #364 holding.
  • Apella Capital first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.