Causey Wealth LLC’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Causey Wealth LLC’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	$267K	Buy	6,563 +1	+0%	+$39	0.1%	73
2026 Q1	$236K	Sell	6,562 -6,669	-50%	-$240K	0.1%	76
2025 Q4	$443K	Sell	13,231 -1,924	-13%	-$64.3K	0.2%	51
2025 Q3	$510K	Sell	15,155 -2,566	-14%	-$85.2K	0.25%	47
2025 Q2	$563K	Sell	17,721 -2,873	-14%	-$88.5K	0.29%	44
2025 Q1	$658K	Sell	20,594 -16,280	-44%	-$548K	0.37%	40
2024 Q4	$1.27M	Buy	+36,874	New	+$1.3M	0.74%	34

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

Causey Wealth LLC's DES Position: Q2 2026 in Review

Causey Wealth LLC increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.02% in Q2 2026, buying an estimated $39 and bringing the position to 6,563 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #73.

Causey Wealth LLC first reported a position in DES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q4 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Causey Wealth LLC held 6,563 shares of WisdomTree US SmallCap Dividend Fund worth $267K as of Q2 2026.
Causey Wealth LLC bought 1 WisdomTree US SmallCap Dividend Fund share in Q2 2026, an estimated $39.
WisdomTree US SmallCap Dividend Fund made up 0.1% of Causey Wealth LLC's portfolio in Q2 2026, its #73 holding.
Causey Wealth LLC first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's WisdomTree US SmallCap Dividend Fund position peaked at $1.27M in Q4 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.