Kondo Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Kondo Wealth Advisors’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	$920K	Sell	22,622 -52	-0.2%	-$2K	0.31%	28
2026 Q1	$815K	Sell	22,674 -1,220	-5%	-$44K	0.31%	30
2025 Q4	$799K	Sell	23,894 -974	-4%	-$32.5K	0.31%	32
2025 Q3	$838K	Sell	24,868 -133	-0.5%	-$4.42K	0.34%	32
2025 Q2	$813K	Buy	25,001 +486	+2%	+$15K	0.36%	32
2025 Q1	$784K	Sell	24,515 -694	-3%	-$23.3K	0.39%	29
2024 Q4	$866K	Buy	+25,209	New	+$892K	0.44%	29

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 29.18% 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

Kondo Wealth Advisors's DES Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.23% in Q2 2026, selling an estimated $2K and leaving 22,622 shares worth $920K. The position accounts for 0.31% of the portfolio, ranked #28.

Kondo Wealth Advisors 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.

Kondo Wealth Advisors held 22,622 shares of WisdomTree US SmallCap Dividend Fund worth $920K as of Q2 2026.
Kondo Wealth Advisors sold 52 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $2K.
WisdomTree US SmallCap Dividend Fund made up 0.31% of Kondo Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Kondo Wealth Advisors 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 Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.