Asset Planning Inc’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Asset Planning Inc’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	$42.7K	Hold	1,050	–	–	0.03%	169
2026 Q1	$37.7K	Hold	1,050	–	–	0.03%	171
2025 Q4	$35.1K	Hold	1,050	–	–	0.02%	173
2025 Q3	$35.4K	Hold	1,050	–	–	0.03%	176
2025 Q2	$33.3K	Hold	1,050	–	–	0.03%	177
2025 Q1	$33.6K	Hold	1,050	–	–	0.03%	175
2024 Q4	$36.1K	Buy	+1,050	New	+$37.1K	0.03%	171

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

Asset Planning Inc's DES Position: Q2 2026 in Review

Asset Planning Inc held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 1,050 shares worth $42.7K. The position accounts for 0.03% of the portfolio, ranked #169.

Asset Planning Inc 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.

Asset Planning Inc held 1,050 shares of WisdomTree US SmallCap Dividend Fund worth $42.7K as of Q2 2026.
Asset Planning Inc left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #169 holding.
Asset Planning Inc 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 Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.