Cascade Financial Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Cascade Financial Partners’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	$6.41M	Sell	157,674 -2,147	-1%	-$82.7K	0.56%	43
2026 Q1	$5.74M	Sell	159,821 -1,711	-1%	-$61.7K	0.59%	39
2025 Q4	$5.4M	Sell	161,532 -3,546	-2%	-$118K	0.55%	39
2025 Q3	$5.56M	Sell	165,078 -3,030	-2%	-$101K	0.64%	31
2025 Q2	$5.34M	Sell	168,108 -3,477	-2%	-$107K	0.64%	33
2025 Q1	$5.48M	Sell	171,585 -908	-0.5%	-$30.5K	0.69%	30
2024 Q4	$5.93M	Buy	172,493 +5,005	+3%	+$177K	0.77%	27
2024 Q3	$5.76M	Buy	167,488 +1,730	+1%	+$57.5K	0.72%	26
2024 Q2	$5.16M	Buy	165,758 +630	+0.4%	+$19.8K	0.68%	27
2024 Q1	$5.11M	Buy	+165,128	New	+$5.17M	0.74%	27

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 29.18% 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

Cascade Financial Partners's DES Position: Q2 2026 in Review

Cascade Financial Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.3% in Q2 2026, selling an estimated $82.7K and leaving 157,674 shares worth $6.41M. The position accounts for 0.56% of the portfolio, ranked #43.

Cascade Financial Partners first reported a position in DES in Q1 2024 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Cascade Financial Partners held 157,674 shares of WisdomTree US SmallCap Dividend Fund worth $6.41M as of Q2 2026.
Cascade Financial Partners sold 2,147 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $82.7K.
WisdomTree US SmallCap Dividend Fund made up 0.56% of Cascade Financial Partners's portfolio in Q2 2026, its #43 holding.
Cascade Financial Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.