Infinity Wealth Counsel’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Infinity Wealth Counsel’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	$640K	Buy	15,740 +1,350	+9%	+$52K	0.52%	43
2026 Q1	$517K	Buy	14,390 +1,100	+8%	+$39.7K	0.48%	43
2025 Q4	$445K	Buy	13,290 +400	+3%	+$13.4K	0.41%	46
2025 Q3	$434K	Buy	12,890 +230	+2%	+$7.64K	0.42%	47
2025 Q2	$402K	Buy	12,660 +1,530	+14%	+$47.1K	0.41%	44
2025 Q1	$356K	Hold	11,130	–	–	0.38%	44
2024 Q4	$382K	Buy	+11,130	New	+$394K	0.41%	43

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

Infinity Wealth Counsel's DES Position: Q2 2026 in Review

Infinity Wealth Counsel increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.4% in Q2 2026, buying an estimated $52K and bringing the position to 15,740 shares worth $640K. The position accounts for 0.52% of the portfolio, ranked #43.

Infinity Wealth Counsel first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Infinity Wealth Counsel held 15,740 shares of WisdomTree US SmallCap Dividend Fund worth $640K as of Q2 2026.
Infinity Wealth Counsel bought 1,350 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $52K.
WisdomTree US SmallCap Dividend Fund made up 0.52% of Infinity Wealth Counsel's portfolio in Q2 2026, its #43 holding.
Infinity Wealth Counsel first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.