Christopher J. Hasenberg’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Christopher J. Hasenberg’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
2025 Q2	$1.84K	Buy	+58	New	+$1.79K	﹤0.01%	200

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Christopher J. Hasenberg's DES Position: Q2 2025 in Review

Christopher J. Hasenberg opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025: 58 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #200 among its holdings.

323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

Christopher J. Hasenberg held 58 shares of WisdomTree US SmallCap Dividend Fund worth $1.84K as of Q2 2025.
WisdomTree US SmallCap Dividend Fund was a new Christopher J. Hasenberg position in Q2 2025.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Christopher J. Hasenberg's portfolio in Q2 2025, its #200 holding.
323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.