Columbia River Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Columbia River 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	$816K	Sell	20,070 -1,997	-9%	-$77K	0.44%	35
2026 Q1	$793K	Buy	22,067 +1,880	+9%	+$67.8K	0.46%	35
2025 Q4	$675K	Sell	20,187 -118	-0.6%	-$3.94K	0.41%	34
2025 Q3	$671K	Buy	20,305 +243	+1%	+$8.07K	0.41%	34
2025 Q2	$636K	Sell	20,062 -2,810	-12%	-$86.5K	0.41%	34
2025 Q1	$731K	Sell	22,872 -397	-2%	-$13.4K	0.49%	33
2024 Q4	$799K	Buy	+23,269	New	+$823K	0.55%	31

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

Columbia River Financial Group's DES Position: Q2 2026 in Review

Columbia River Financial Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 9% in Q2 2026, selling an estimated $77K and leaving 20,070 shares worth $816K. The position accounts for 0.44% of the portfolio, ranked #35.

Columbia River Financial Group first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Columbia River Financial Group held 20,070 shares of WisdomTree US SmallCap Dividend Fund worth $816K as of Q2 2026.
Columbia River Financial Group sold 1,997 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $77K.
WisdomTree US SmallCap Dividend Fund made up 0.44% of Columbia River Financial Group's portfolio in Q2 2026, its #35 holding.
Columbia River Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.