Capstone Triton Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Capstone Triton Financial Group’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	$226K	Sell	5,561 -5,505	-50%	-$212K	0.13%	95
2026 Q1	$384K	Buy	+11,066	New	+$399K	0.67%	31
2024 Q4	$212K	Buy	6,176 +46	+0.8%	+$1.63K	0.13%	103
2024 Q3	$211K	Buy	+6,130	New	+$204K	0.14%	100
2021 Q3	–	Sell	-46,619	Closed	-$1.49M	–	121
2021 Q2	$1.49M	Sell	46,619 -9,706	-17%	-$314K	0.92%	34
2021 Q1	$1.75M	Sell	56,325 -29	-0.1%	-$856	1.16%	26
2020 Q4	$1.5M	Buy	+56,354	New	+$1.37M	0.92%	30

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

Capstone Triton Financial Group's DES Position: Q2 2026 in Review

Capstone Triton Financial Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 50% in Q2 2026, selling an estimated $212K and leaving 5,561 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #95.

Capstone Triton Financial Group first reported a position in DES in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.75M in Q1 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Capstone Triton Financial Group held 5,561 shares of WisdomTree US SmallCap Dividend Fund worth $226K as of Q2 2026.
Capstone Triton Financial Group sold 5,505 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $212K.
WisdomTree US SmallCap Dividend Fund made up 0.13% of Capstone Triton Financial Group's portfolio in Q2 2026, its #95 holding.
Capstone Triton Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and has held it in 7 quarters since.
Capstone Triton Financial Group's WisdomTree US SmallCap Dividend Fund position peaked at $1.75M in Q1 2021.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.