Moller Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Moller Wealth Partners’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	$323K	Sell	7,939 -166	-2%	-$6.4K	0.06%	60
2026 Q1	$291K	Hold	8,105	–	–	0.06%	58
2025 Q4	$271K	Hold	8,105	–	–	0.06%	59
2025 Q3	$273K	Sell	8,105 -981	-11%	-$32.6K	0.06%	61
2025 Q2	$289K	Hold	9,086	–	–	0.06%	59
2025 Q1	$290K	Hold	9,086	–	–	0.07%	52
2024 Q4	$312K	Sell	9,086 -1,202	-12%	-$42.5K	0.08%	48
2024 Q3	$355K	Sell	10,288 -1,090	-10%	-$36.2K	0.09%	49
2024 Q2	$354K	Hold	11,378	–	–	0.09%	47
2024 Q1	$372K	Sell	11,378 -454	-4%	-$14.2K	0.1%	41
2023 Q4	$381K	Buy	11,832 +1,064	+10%	+$30.9K	0.11%	40
2023 Q3	$304K	Sell	10,768 -119	-1%	-$3.49K	0.1%	41
2023 Q2	$313K	Buy	10,887 +3,746	+52%	+$104K	0.1%	39
2023 Q1	$204K	Buy	+7,141	New	+$214K	0.06%	49
2022 Q2	–	Sell	-6,816	Closed	-$217K	–	50
2022 Q1	$217K	Hold	6,816	–	–	0.07%	51
2021 Q4	$224K	Hold	6,816	–	–	0.07%	47
2021 Q3	$210K	Hold	6,816	–	–	0.07%	47
2021 Q2	$217K	Hold	6,816	–	–	0.07%	47
2021 Q1	$212K	Sell	6,816 -1,719	-20%	-$50.7K	0.07%	47
2020 Q4	$227K	Sell	8,535 -1,858	-18%	-$45.1K	0.09%	46
2020 Q3	$219K	Sell	10,393 -113	-1%	-$2.46K	0.1%	38
2020 Q2	$223K	Sell	10,506 -21,437	-67%	-$426K	0.1%	45
2020 Q1	$576K	Sell	31,943 -3,062	-9%	-$75.7K	0.3%	31
2019 Q4	$1M	Buy	35,005 +2,885	+9%	+$80.5K	0.44%	28
2019 Q3	$879K	Hold	32,120	–	–	0.43%	28
2019 Q2	$871K	Hold	32,120	–	–	0.45%	30
2019 Q1	$885K	Sell	32,120 -357	-1%	-$9.75K	0.4%	26
2018 Q4	$857K	Buy	32,477 +22,084	+212%	+$601K	0.56%	29
2018 Q3	$309K	Hold	10,393	–	–	0.14%	35
2018 Q2	$308K	Sell	10,393 -1,133	-10%	-$32.7K	0.12%	36
2018 Q1	$316K	Sell	11,526 -9,876	-46%	-$279K	0.14%	35
2017 Q4	$622K	Hold	21,402	–	–	0.24%	32
2017 Q3	$599K	Hold	21,402	–	–	0.23%	31
2017 Q2	$574K	Hold	21,402	–	–	0.24%	33
2017 Q1	$575K	Hold	21,402	–	–	0.25%	33
2016 Q4	$590K	Hold	21,402	–	–	0.29%	32
2016 Q3	$537K	Sell	21,402 -7,695	-26%	-$191K	0.25%	31
2016 Q2	$695K	Sell	29,097 -7,320	-20%	-$170K	0.34%	30
2016 Q1	$834K	Hold	36,417	–	–	0.49%	25
2015 Q4	$788K	Hold	36,417	–	–	0.43%	26
2015 Q3	$765K	Hold	36,417	–	–	0.71%	21
2015 Q2	$855K	Hold	36,417	–	–	0.39%	25
2015 Q1	$875K	Sell	36,417 -1,365	-4%	-$32.1K	0.4%	26
2014 Q4	$893K	Hold	37,782	–	–	0.44%	25
2014 Q3	$818K	Hold	37,782	–	–	0.39%	30
2014 Q2	$882K	Hold	37,782	–	–	0.4%	32
2014 Q1	$860K	Sell	37,782 -12,783	-25%	-$284K	0.44%	31
2013 Q4	$1.14M	Sell	50,565 -1,335	-3%	-$29.1K	0.61%	26
2013 Q3	$1.08M	Buy	51,900 +81	+0.2%	+$1.67K	0.68%	26
2013 Q2	$1.01M	Buy	+51,819	New	+$994K	0.74%	24

Other funds holding DES

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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

Moller Wealth Partners's DES Position: Q2 2026 in Review

Moller Wealth Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 2% in Q2 2026, selling an estimated $6.4K and leaving 7,939 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #60.

Moller Wealth Partners first reported a position in DES in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.14M in Q4 2013. 134 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Moller Wealth Partners held 7,939 shares of WisdomTree US SmallCap Dividend Fund worth $323K as of Q2 2026.
Moller Wealth Partners sold 166 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $6.4K.
WisdomTree US SmallCap Dividend Fund made up 0.06% of Moller Wealth Partners's portfolio in Q2 2026, its #60 holding.
Moller Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 50 quarters since.
Moller Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $1.14M in Q4 2013.
134 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.