GHP Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

GHP Investment Advisors’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	$4.07K	Hold	100	–	–	﹤0.01%	928
2026 Q1	$3.59K	Hold	100	–	–	﹤0.01%	948
2025 Q4	$3.35K	Hold	100	–	–	﹤0.01%	864
2025 Q3	$3.37K	Hold	100	–	–	﹤0.01%	830
2025 Q2	$3.18K	Sell	100 -330	-77%	-$10.2K	﹤0.01%	843
2025 Q1	$13.7K	Hold	430	–	–	﹤0.01%	649
2024 Q4	$14.8K	Hold	430	–	–	﹤0.01%	644
2024 Q3	$14.8K	Hold	430	–	–	﹤0.01%	665
2024 Q2	$13.4K	Hold	430	–	–	﹤0.01%	650
2024 Q1	$14.1K	Buy	+430	New	+$13.5K	﹤0.01%	623

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

GHP Investment Advisors's DES Position: Q2 2026 in Review

GHP Investment Advisors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 100 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

GHP Investment Advisors first reported a position in DES in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.8K in Q3 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

GHP Investment Advisors held 100 shares of WisdomTree US SmallCap Dividend Fund worth $4.07K as of Q2 2026.
GHP Investment Advisors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #928 holding.
GHP Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
GHP Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $14.8K in Q3 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.