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 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 $1.66T 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

Columbia River Financial Group's DES Position: Q1 2026 in Review

Columbia River Financial Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.3% in Q1 2026, buying an estimated $67.8K and bringing the position to 22,067 shares worth $793K. The position accounts for 0.46% of the portfolio, ranked #35.

Columbia River Financial Group first reported a position in DES in Q4 2024 and has held it in 6 quarters since. The position peaked at $799K in Q4 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Columbia River Financial Group held 22,067 shares of WisdomTree US SmallCap Dividend Fund worth $793K as of Q1 2026.
Columbia River Financial Group bought 1,880 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $67.8K.
WisdomTree US SmallCap Dividend Fund made up 0.46% of Columbia River Financial Group's portfolio in Q1 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 6 quarters since.
Columbia River Financial Group's WisdomTree US SmallCap Dividend Fund position peaked at $799K in Q4 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.