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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cascade Financial Partners's DES Position: Q1 2026 in Review

Cascade Financial Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.1% in Q1 2026, selling an estimated $61.7K and leaving 159,821 shares worth $5.74M. The position accounts for 0.59% of the portfolio, ranked #39.

Cascade Financial Partners first reported a position in DES in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.93M in Q4 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Cascade Financial Partners held 159,821 shares of WisdomTree US SmallCap Dividend Fund worth $5.74M as of Q1 2026.
Cascade Financial Partners sold 1,711 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $61.7K.
WisdomTree US SmallCap Dividend Fund made up 0.59% of Cascade Financial Partners's portfolio in Q1 2026, its #39 holding.
Cascade Financial Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's WisdomTree US SmallCap Dividend Fund position peaked at $5.93M in Q4 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.