Moisand Fitzgerald Tamayo’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Moisand Fitzgerald Tamayo’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	$132K	Hold	3,249	–	–	0.01%	143
2026 Q1	$117K	Hold	3,249	–	–	0.01%	141
2025 Q4	$109K	Hold	3,249	–	–	0.01%	144
2025 Q3	$109K	Hold	3,249	–	–	0.01%	147
2025 Q2	$103K	Hold	3,249	–	–	0.01%	149
2025 Q1	$104K	Hold	3,249	–	–	0.01%	146
2024 Q4	$112K	Hold	3,249	–	–	0.02%	138
2024 Q3	$112K	Hold	3,249	–	–	0.02%	139
2024 Q2	$101K	Hold	3,249	–	–	0.02%	134
2024 Q1	$106K	Hold	3,249	–	–	0.02%	132
2023 Q4	$105K	Hold	3,249	–	–	0.02%	129
2023 Q3	$91.6K	Hold	3,249	–	–	0.02%	131
2023 Q2	$93.5K	Hold	3,249	–	–	0.02%	130
2023 Q1	$92.8K	Hold	3,249	–	–	0.02%	131
2022 Q4	$92.4K	Hold	3,249	–	–	0.02%	124
2022 Q3	$84K	Hold	3,249	–	–	0.02%	123
2022 Q2	$92K	Hold	3,249	–	–	0.02%	122
2022 Q1	$104K	Hold	3,249	–	–	0.05%	84
2021 Q4	$107K	Hold	3,249	–	–	0.03%	107
2021 Q3	$100K	Hold	3,249	–	–	0.03%	110
2021 Q2	$104K	Hold	3,249	–	–	0.04%	106
2021 Q1	$101K	Hold	3,249	–	–	0.04%	97
2020 Q4	$86K	Hold	3,249	–	–	0.04%	103
2020 Q3	$68K	Hold	3,249	–	–	0.04%	108
2020 Q2	$69K	Hold	3,249	–	–	0.04%	102
2020 Q1	$59K	Hold	3,249	–	–	0.04%	104
2019 Q4	$93K	Hold	3,249	–	–	0.05%	97
2019 Q3	$89K	Hold	3,249	–	–	0.05%	98
2019 Q2	$88K	Hold	3,249	–	–	0.05%	99
2019 Q1	$89K	Hold	3,249	–	–	0.05%	101
2018 Q4	$80K	Hold	3,249	–	–	0.05%	97
2018 Q3	$97K	Hold	3,249	–	–	0.05%	97
2018 Q2	$96K	Hold	3,249	–	–	0.06%	98
2018 Q1	$89K	Hold	3,249	–	–	0.05%	98
2017 Q4	$94K	Hold	3,249	–	–	0.05%	90
2017 Q3	$91K	Buy	+3,249	New	+$86.8K	0.06%	90
2016 Q2	–	Sell	-3,249	Closed	-$74K	–	86
2016 Q1	$74K	Hold	3,249	–	–	0.06%	79
2015 Q4	$70K	Buy	+3,249	New	+$72K	0.06%	77

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DES Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 3,249 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #143.

Moisand Fitzgerald Tamayo first reported a position in DES in Q4 2015 and has held it in 38 quarters since. 58 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Moisand Fitzgerald Tamayo held 3,249 shares of WisdomTree US SmallCap Dividend Fund worth $132K as of Q2 2026.
Moisand Fitzgerald Tamayo left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #143 holding.
Moisand Fitzgerald Tamayo first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and has held it in 38 quarters since.
58 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.