CA
DES icon

CoreCap Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

CoreCap Advisors’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
Q3 		$101K Buy
2,657
+75
+3% +$3.02K ﹤0.01% 1097
2026
Q2 		$105K Sell
2,582
-50
-2% -$1.93K ﹤0.01% 1077
2026
Q1 		$94.6K Hold
2,632
– – ﹤0.01% 1043
2025
Q4 		$88K Buy
2,632
+24
+0.9% +$802 ﹤0.01% 1081
2025
Q3 		$87.8K Hold
2,608
– – ﹤0.01% 1086
2025
Q2 		$82.8K Buy
2,608
+292
+13% +$8.99K ﹤0.01% 1049
2025
Q1 		$74K Sell
2,316
-1,802
-44% -$60.6K ﹤0.01% 1012
2024
Q4 		$141K Buy
4,118
+193
+5% +$6.83K 0.01% 808
2024
Q3 		$135K Buy
3,925
+1,940
+98% +$64.5K 0.01% 808
2024
Q2 		$61.8K Buy
1,985
+471
+31% +$14.8K 0.01% 616
2024
Q1 		$49.5K Buy
+1,514
New +$47.4K ﹤0.01% 1114
2022
Q4 		$78.1K Buy
+2,745
New +$78.8K 0.01% 828
2022
Q3 		– Sell
-2,610
Closed -$74K – 887
2022
Q2 		$74K Buy
+2,610
New +$78.3K 0.01% 804

Other funds holding DES

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

CoreCap Advisors's DES Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.9% in Q3 2026, buying an estimated $3.02K and bringing the position to 2,657 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

CoreCap Advisors first reported a position in DES in Q2 2022 and has held it in 13 quarters since. The position peaked at $141K in Q4 2024. 14 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • CoreCap Advisors held 2,657 shares of WisdomTree US SmallCap Dividend Fund worth $101K as of Q3 2026.
  • CoreCap Advisors bought 75 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $3.02K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1097 holding.
  • CoreCap Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2022 and has held it in 13 quarters since.
  • CoreCap Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $141K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.