Brady Family Wealth’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Brady Family Wealth’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	$414K	Hold	10,174	–	–	0.12%	85
2026 Q1	$366K	Hold	10,174	–	–	0.11%	87
2025 Q4	$340K	Hold	10,174	–	–	0.11%	84
2025 Q3	$343K	Hold	10,174	–	–	0.11%	88
2025 Q2	$323K	Hold	10,174	–	–	0.1%	93
2025 Q1	$325K	Hold	10,174	–	–	0.1%	92
2024 Q4	$349K	Hold	10,174	–	–	0.11%	91
2024 Q3	$351K	Hold	10,174	–	–	0.11%	97
2024 Q2	$317K	Buy	10,174 +61	+0.6%	+$1.92K	0.1%	97
2024 Q1	$330K	Buy	10,113 +63	+0.6%	+$1.97K	0.11%	99
2023 Q4	$323K	Buy	10,050 +21	+0.2%	+$610	0.11%	99
2023 Q3	$283K	Buy	10,029 +51	+0.5%	+$1.5K	0.11%	101
2023 Q2	$287K	Buy	9,978 +52	+0.5%	+$1.45K	0.11%	103
2023 Q1	$283K	Sell	9,926 -146	-1%	-$4.37K	0.11%	106
2022 Q4	$286K	Buy	+10,072	New	+$289K	0.12%	106

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

Brady Family Wealth's DES Position: Q2 2026 in Review

Brady Family Wealth held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 10,174 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #85.

Brady Family Wealth first reported a position in DES in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Brady Family Wealth held 10,174 shares of WisdomTree US SmallCap Dividend Fund worth $414K as of Q2 2026.
Brady Family Wealth left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.12% of Brady Family Wealth's portfolio in Q2 2026, its #85 holding.
Brady Family Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.