HAP
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Harbor Asset Planning’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Harbor Asset Planning’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 		$22.4K Buy
552
+4
+0.7% +$154 0.02% 299
2026
Q1 		$19.7K Hold
548
– – 0.02% 304
2025
Q4 		$18.3K Hold
548
– – 0.02% 299
2025
Q3 		$18.5K Hold
548
– – 0.02% 289
2025
Q2 		$17.4K Buy
+548
New +$16.9K 0.02% 289

Other funds holding DES

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Harbor Asset Planning's DES Position: Q2 2026 in Review

Harbor Asset Planning increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.73% in Q2 2026, buying an estimated $154 and bringing the position to 552 shares worth $22.4K. The position accounts for 0.02% of the portfolio, ranked #299.

Harbor Asset Planning first reported a position in DES in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Harbor Asset Planning held 552 shares of WisdomTree US SmallCap Dividend Fund worth $22.4K as of Q2 2026.
  • Harbor Asset Planning bought 4 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $154.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #299 holding.
  • Harbor Asset Planning first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • 107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.