Kohmann Bosshard Financial Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kohmann Bosshard Financial Services’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 Q1	–	Sell	-953	Closed	-$31.9K	–	301
2025 Q4	$31.9K	Buy	+953	New	+$31.8K	﹤0.01%	632
2025 Q1	–	Sell	-953	Closed	-$32.7K	–	407
2024 Q4	$32.7K	Buy	+953	New	+$33.7K	﹤0.01%	372

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kohmann Bosshard Financial Services's DES Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2026, closing a stake of 953 shares — an estimated $31.9K sold.

Kohmann Bosshard Financial Services first reported a position in DES in Q4 2024 and held it in 2 quarters. The position peaked at $32.7K in Q4 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 953 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $31.9K.
Kohmann Bosshard Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's WisdomTree US SmallCap Dividend Fund position peaked at $32.7K in Q4 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.