Kavar Capital Partners Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kavar Capital Partners Group’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	$539K	Hold	13,249	–	–	0.07%	125
2026 Q1	$476K	Buy	+13,249	New	+$478K	0.06%	133
2019 Q3	–	Sell	-1,800	Closed	-$49K	–	208
2019 Q2	$49K	Buy	+1,800	New	+$49.2K	0.02%	229
2018 Q3	–	Sell	-1,800	Closed	-$53K	–	166
2018 Q2	$53K	Hold	1,800	–	–	0.03%	180
2018 Q1	$49K	Buy	+1,800	New	+$50.8K	0.03%	191

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

Kavar Capital Partners Group's DES Position: Q2 2026 in Review

Kavar Capital Partners Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 13,249 shares worth $539K. The position accounts for 0.07% of the portfolio, ranked #125.

Kavar Capital Partners Group first reported a position in DES in Q1 2018 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Kavar Capital Partners Group held 13,249 shares of WisdomTree US SmallCap Dividend Fund worth $539K as of Q2 2026.
Kavar Capital Partners Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.07% of Kavar Capital Partners Group's portfolio in Q2 2026, its #125 holding.
Kavar Capital Partners Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2018 and has held it in 5 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.