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 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 $1.66T 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

Kondo Wealth Advisors's DES Position: Q1 2026 in Review

Kondo Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 5.1% in Q1 2026, selling an estimated $44K and leaving 22,674 shares worth $815K. The position accounts for 0.31% of the portfolio, ranked #30.

Kondo Wealth Advisors first reported a position in DES in Q4 2024 and has held it in 6 quarters since. The position peaked at $866K in Q4 2024. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Kondo Wealth Advisors held 22,674 shares of WisdomTree US SmallCap Dividend Fund worth $815K as of Q1 2026.
Kondo Wealth Advisors sold 1,220 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $44K.
WisdomTree US SmallCap Dividend Fund made up 0.31% of Kondo Wealth Advisors's portfolio in Q1 2026, its #30 holding.
Kondo Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Kondo Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $866K in Q4 2024.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Kondo Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.