Continuum Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Continuum Advisory’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	$164K	Buy	+4,034	New	+$155K	0.01%	509
2025 Q2	–	Sell	-4,099	Closed	-$131K	–	677
2025 Q1	$131K	Buy	4,099 +71	+2%	+$2.39K	0.02%	478
2024 Q4	$138K	Hold	4,028	–	–	0.02%	462
2024 Q3	$146K	Hold	4,028	–	–	0.02%	450
2024 Q2	$125K	Hold	4,028	–	–	0.02%	455
2024 Q1	$130K	Buy	+4,028	New	+$126K	0.02%	443

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

Continuum Advisory's DES Position: Q2 2026 in Review

Continuum Advisory opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 4,034 shares worth $164K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DES as recently as Q1 2025.

Continuum Advisory first reported a position in DES in Q1 2024 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Continuum Advisory held 4,034 shares of WisdomTree US SmallCap Dividend Fund worth $164K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new Continuum Advisory position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #509 holding.
Continuum Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 6 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.