H&H Retirement Design & Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

H&H Retirement Design & Management’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	$7.72M	Buy	189,509 +5,899	+3%	+$227K	3.51%	6
2026 Q1	$7.09M	Sell	183,610 -4,438	-2%	-$160K	3.33%	6
2025 Q4	$6.82M	Buy	188,048 +14,452	+8%	+$483K	3.47%	8
2025 Q3	$5.74M	Buy	173,596 +1,758	+1%	+$58.4K	3.05%	9
2025 Q2	$5.57M	Buy	171,838 +16,819	+11%	+$518K	3.06%	10
2025 Q1	$4.5M	Buy	155,019 +1,267	+0.8%	+$42.6K	3%	11
2024 Q4	$5.19M	Buy	153,752 +493	+0.3%	+$17.4K	3.15%	9
2024 Q3	$5.32M	Buy	153,259 +6,585	+4%	+$219K	3.13%	9
2024 Q2	$5M	Buy	146,674 +3,439	+2%	+$108K	3.09%	8
2024 Q1	$4.47M	Sell	143,235 -16,746	-10%	-$524K	2.95%	9
2023 Q4	$4.93M	Buy	159,981 +3,626	+2%	+$105K	3.1%	10
2023 Q3	$4.29M	Buy	156,355 +360	+0.2%	+$10.6K	2.97%	11
2023 Q2	$4.62M	Sell	155,995 -433	-0.3%	-$12.1K	3.07%	9
2023 Q1	$4.45M	Buy	+156,428	New	+$4.68M	2.83%	10

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

H&H Retirement Design & Management's DES Position: Q2 2026 in Review

H&H Retirement Design & Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.2% in Q2 2026, buying an estimated $227K and bringing the position to 189,509 shares worth $7.72M. The position accounts for 3.51% of the portfolio, ranked #6.

H&H Retirement Design & Management first reported a position in DES in Q1 2023 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

H&H Retirement Design & Management held 189,509 shares of WisdomTree US SmallCap Dividend Fund worth $7.72M as of Q2 2026.
H&H Retirement Design & Management bought 5,899 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $227K.
WisdomTree US SmallCap Dividend Fund made up 3.51% of H&H Retirement Design & Management's portfolio in Q2 2026, its #6 holding.
H&H Retirement Design & Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.