Creative Financial Designs’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Creative Financial Designs’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	$5.9K	Hold	145	–	–	﹤0.01%	1665
2026 Q1	$5.21K	Hold	145	–	–	﹤0.01%	1572
2025 Q4	$4.85K	Hold	145	–	–	﹤0.01%	1523
2025 Q3	$4.88K	Hold	145	–	–	﹤0.01%	1536
2025 Q2	$4.61K	Sell	145 -54	-27%	-$1.66K	﹤0.01%	1545
2025 Q1	$6.36K	Buy	199 +16	+9%	+$538	﹤0.01%	1420
2024 Q4	$6.29K	Buy	183 +35	+24%	+$1.24K	﹤0.01%	1371
2024 Q3	$5.11K	Hold	148	–	–	﹤0.01%	1371
2024 Q2	$4.61K	Buy	148 +39	+36%	+$1.23K	﹤0.01%	1329
2024 Q1	$3.56K	Hold	109	–	–	﹤0.01%	1382
2023 Q4	$3.51K	Hold	109	–	–	﹤0.01%	1330
2023 Q3	$3.07K	Hold	109	–	–	﹤0.01%	1271
2023 Q2	$3.14K	Sell	109 -85	-44%	-$2.37K	﹤0.01%	1252
2023 Q1	$5.54K	Hold	194	–	–	﹤0.01%	1087
2022 Q4	$5.52K	Hold	194	–	–	﹤0.01%	1018
2022 Q3	$5K	Hold	194	–	–	﹤0.01%	1028
2022 Q2	$5K	Buy	194 +1	+0.5%	+$30	﹤0.01%	995
2022 Q1	$6K	Buy	+193	New	+$6.16K	﹤0.01%	1002

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 29.2% 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

Creative Financial Designs's DES Position: Q2 2026 in Review

Creative Financial Designs held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 145 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Creative Financial Designs first reported a position in DES in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.36K in Q1 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Creative Financial Designs held 145 shares of WisdomTree US SmallCap Dividend Fund worth $5.9K as of Q2 2026.
Creative Financial Designs left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1665 holding.
Creative Financial Designs first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's WisdomTree US SmallCap Dividend Fund position peaked at $6.36K in Q1 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.