CFA
DES icon

Cahill Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cahill Financial Advisors’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 		$2.35M Sell
57,791
-276
-0.5% -$10.6K 0.23% 76
2026
Q1 		$2.09M Buy
58,067
+72
+0.1% +$2.6K 0.23% 74
2025
Q4 		$1.94M Buy
57,995
+3,083
+6% +$103K 0.21% 78
2025
Q3 		$1.85M Buy
54,912
+624
+1% +$20.7K 0.21% 82
2025
Q2 		$1.72M Buy
54,288
+869
+2% +$26.8K 0.21% 79
2025
Q1 		$1.71M Buy
53,419
+187
+0.4% +$6.29K 0.23% 78
2024
Q4 		$1.83M Buy
53,232
+325
+0.6% +$11.5K 0.25% 75
2024
Q3 		$1.82M Buy
52,907
+1,783
+3% +$59.3K 0.25% 72
2024
Q2 		$1.59M Buy
51,124
+167
+0.3% +$5.25K 0.22% 88
2024
Q1 		$1.67M Buy
50,957
+663
+1% +$20.7K 0.23% 84
2023
Q4 		$1.62M Buy
50,294
+1,067
+2% +$31K 0.24% 84
2023
Q3 		$1.39M Buy
49,227
+1,649
+3% +$48.4K 0.23% 91
2023
Q2 		$1.37M Buy
47,578
+5,443
+13% +$152K 0.22% 92
2023
Q1 		$1.2M Buy
42,135
+2,447
+6% +$73.2K 0.21% 107
2022
Q4 		$1.13M Sell
39,688
-13,849
-26% -$398K 0.22% 110
2022
Q3 		$1.38M Buy
53,537
+6,840
+15% +$198K 0.29% 81
2022
Q2 		$1.32M Buy
46,697
+8,097
+21% +$243K 0.28% 84
2022
Q1 		$1.23M Buy
38,600
+6,242
+19% +$199K 0.23% 95
2021
Q4 		$1.06M Buy
32,358
+955
+3% +$30.9K 0.21% 105
2021
Q3 		$968K Buy
+31,403
New +$986K 0.2% 106

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cahill Financial Advisors's DES Position: Q2 2026 in Review

Cahill Financial Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.48% in Q2 2026, selling an estimated $10.6K and leaving 57,791 shares worth $2.35M. The position accounts for 0.23% of the portfolio, ranked #76.

Cahill Financial Advisors first reported a position in DES in Q3 2021 and has held it in 20 quarters since. 285 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Cahill Financial Advisors held 57,791 shares of WisdomTree US SmallCap Dividend Fund worth $2.35M as of Q2 2026.
  • Cahill Financial Advisors sold 276 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $10.6K.
  • WisdomTree US SmallCap Dividend Fund made up 0.23% of Cahill Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Cahill Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2021 and has held it in 20 quarters since.
  • 285 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.