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

Csenge Advisory 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 		$675K Hold
16,587
– – 0.03% 398
2026
Q1 		$596K Hold
16,587
– – 0.03% 399
2025
Q4 		$555K Hold
16,587
– – 0.03% 415
2025
Q3 		$559K Hold
16,587
– – 0.03% 405
2025
Q2 		$516K Hold
16,587
– – 0.03% 422
2025
Q1 		$490K Sell
16,587
-583
-3% -$19.6K 0.03% 400
2024
Q4 		$590K Buy
17,170
+3,828
+29% +$135K 0.03% 384
2024
Q3 		$459K Sell
13,342
-229
-2% -$7.61K 0.02% 439
2024
Q2 		$423K Sell
13,571
-2,107
-13% -$66.2K 0.02% 442
2024
Q1 		$512K Buy
15,678
+78
+0.5% +$2.44K 0.03% 426
2023
Q4 		$502K Sell
15,600
-1
-0% -$29 0.03% 405
2023
Q3 		$440K Buy
15,601
+2
+0% +$59 0.03% 397
2023
Q2 		$449K Buy
15,599
+4
+0% +$112 0.03% 399
2023
Q1 		$445K Sell
15,595
-105
-0.7% -$3.14K 0.03% 383
2022
Q4 		$446K Sell
15,700
-3,846
-20% -$110K 0.03% 372
2022
Q3 		$503K Sell
19,546
-21,046
-52% -$610K 0.04% 337
2022
Q2 		$1.15M Sell
40,592
-91
-0.2% -$2.73K 0.1% 184
2022
Q1 		$1.3M Sell
40,683
-30
-0.1% -$958 0.1% 173
2021
Q4 		$1.31M Buy
40,713
+14
+0% +$453 0.12% 153
2021
Q3 		$1.28M Sell
40,699
-14
-0% -$439 0.11% 172
2021
Q2 		$1.31M Buy
+40,713
New +$1.32M 0.12% 153

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Csenge Advisory Group's DES Position: Q2 2026 in Review

Csenge Advisory Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 16,587 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #398.

Csenge Advisory Group first reported a position in DES in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.31M in Q4 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Csenge Advisory Group held 16,587 shares of WisdomTree US SmallCap Dividend Fund worth $675K as of Q2 2026.
  • Csenge Advisory Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.03% of Csenge Advisory Group's portfolio in Q2 2026, its #398 holding.
  • Csenge Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2021 and has held it in 21 quarters since.
  • Csenge Advisory Group's WisdomTree US SmallCap Dividend Fund position peaked at $1.31M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.