Diversified Enterprises’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Diversified Enterprises’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	$476K	Buy	12,564 +509	+4%	+$20.5K	0.02%	284
2026 Q2	$490K	Sell	12,055 -8	-0.1%	-$308	0.02%	252
2026 Q1	$434K	Sell	12,063 -13	-0.1%	-$469	0.02%	263
2025 Q4	$404K	Sell	12,076 -242	-2%	-$8.08K	0.02%	246
2025 Q3	$415K	Sell	12,318 -139	-1%	-$4.62K	0.03%	185
2025 Q2	$396K	Sell	12,457 -743	-6%	-$22.9K	0.03%	188
2025 Q1	$422K	Buy	13,200 +51	+0.4%	+$1.72K	0.04%	176
2024 Q4	$452K	Buy	13,149 +2,490	+23%	+$88.1K	0.04%	142
2024 Q3	$368K	Buy	+10,659	New	+$354K	0.04%	155

Other funds holding DES

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Diversified Enterprises's DES Position: Q3 2026 in Review

Diversified Enterprises increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.2% in Q3 2026, buying an estimated $20.5K and bringing the position to 12,564 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #284.

Diversified Enterprises first reported a position in DES in Q3 2024 and has held it in 9 quarters since. The position peaked at $490K in Q2 2026. 150 funds tracked by Wall St. Rank hold DES as of Q3 2026.

Diversified Enterprises held 12,564 shares of WisdomTree US SmallCap Dividend Fund worth $476K as of Q3 2026.
Diversified Enterprises bought 509 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $20.5K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #284 holding.
Diversified Enterprises first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's WisdomTree US SmallCap Dividend Fund position peaked at $490K in Q2 2026.
150 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.