MFS
DES icon

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

McNamara 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
Q2 		$524K Sell
12,869
-248
-2% -$9.56K 0.09% 66
2026
Q1 		$471K Sell
13,117
-63
-0.5% -$2.27K 0.09% 67
2025
Q4 		$441K Sell
13,180
-860
-6% -$28.7K 0.08% 68
2025
Q3 		$473K Buy
14,040
+283
+2% +$9.4K 0.09% 60
2025
Q2 		$437K Buy
13,757
+2,725
+25% +$83.9K 0.09% 60
2025
Q1 		$353K Buy
11,032
+1,975
+22% +$66.4K 0.08% 62
2024
Q4 		$311K Sell
9,057
-2,953
-25% -$104K 0.07% 56
2024
Q3 		$414K Sell
12,010
-414
-3% -$13.8K 0.08% 57
2024
Q2 		$387K Buy
12,424
+529
+4% +$16.6K 0.08% 53
2024
Q1 		$389K Sell
11,895
-1,752
-13% -$54.8K 0.08% 53
2023
Q4 		$439K Buy
13,647
+100
+0.7% +$2.9K 0.1% 43
2023
Q3 		$382K Buy
13,547
+6
+0% +$176 0.1% 45
2023
Q2 		$394K Buy
13,541
+664
+5% +$18.5K 0.09% 46
2023
Q1 		$368K Sell
12,877
-2,585
-17% -$77.4K 0.09% 49
2022
Q4 		$440K Buy
15,462
+425
+3% +$12.2K 0.12% 42
2022
Q3 		$387K Buy
15,037
+2,018
+16% +$58.5K 0.11% 38
2022
Q2 		$367K Buy
13,019
+1,475
+13% +$44.3K 0.1% 44
2022
Q1 		$368K Buy
11,544
+1,295
+13% +$41.4K 0.1% 44
2021
Q4 		$337K Buy
10,249
+1,342
+15% +$43.4K 0.09% 47
2021
Q3 		$275K Buy
8,907
+1,404
+19% +$44.1K 0.08% 50
2021
Q2 		$239K Buy
+7,503
New +$243K 0.07% 52

Other funds holding DES

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM

McNamara Financial Services's DES Position: Q2 2026 in Review

McNamara Financial Services reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.9% in Q2 2026, selling an estimated $9.56K and leaving 12,869 shares worth $524K. The position accounts for 0.09% of the portfolio, ranked #66.

McNamara Financial Services first reported a position in DES in Q2 2021 and has held it in 21 quarters since. 96 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • McNamara Financial Services held 12,869 shares of WisdomTree US SmallCap Dividend Fund worth $524K as of Q2 2026.
  • McNamara Financial Services sold 248 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $9.56K.
  • WisdomTree US SmallCap Dividend Fund made up 0.09% of McNamara Financial Services's portfolio in Q2 2026, its #66 holding.
  • McNamara Financial Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2021 and has held it in 21 quarters since.
  • 96 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.