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

Downshift Financial’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	$8.94K	Buy	+236	New	+$9.5K	﹤0.01%	334

Other funds holding DES

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Downshift Financial's DES Position: Q3 2026 in Review

Downshift Financial opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q3 2026: 236 shares worth $8.94K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings.

74 funds tracked by Wall St. Rank hold DES as of Q3 2026.

Downshift Financial held 236 shares of WisdomTree US SmallCap Dividend Fund worth $8.94K as of Q3 2026.
WisdomTree US SmallCap Dividend Fund was a new Downshift Financial position in Q3 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Downshift Financial's portfolio in Q3 2026, its #334 holding.
74 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.