Destiny Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Destiny Wealth Partners’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	–	Sell	-510	Closed	-$18.3K	–	377
2026 Q1	$18.3K	Buy	+510	New	+$18.4K	﹤0.01%	704
2022 Q1	–	Sell	-706	Closed	-$23K	–	552
2021 Q4	$23K	Hold	706	–	–	﹤0.01%	377
2021 Q3	$22K	Buy	+706	New	+$22.2K	﹤0.01%	369
2021 Q2	–	Sell	-706	Closed	-$22K	–	254
2021 Q1	$22K	Hold	706	–	–	﹤0.01%	355
2020 Q4	$19K	Buy	+706	New	+$17.1K	﹤0.01%	369

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

Destiny Wealth Partners's DES Position: Q2 2026 in Review

Destiny Wealth Partners sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 510 shares — an estimated $18.3K sold.

Destiny Wealth Partners first reported a position in DES in Q4 2020 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Destiny Wealth Partners reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 510 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $18.3K.
Destiny Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and held it in 5 quarters.
Destiny Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $23K in Q4 2021.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.