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

PlanVest Financial’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 		$45.3K Hold
1,113
– – 0.03% 235
2026
Q1 		$40K Buy
+1,113
New +$40.1K 0.03% 234

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PlanVest Financial's DES Position: Q2 2026 in Review

PlanVest Financial held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 1,113 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #235.

PlanVest Financial first reported a position in DES in Q1 2026 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • PlanVest Financial held 1,113 shares of WisdomTree US SmallCap Dividend Fund worth $45.3K as of Q2 2026.
  • PlanVest Financial left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #235 holding.
  • PlanVest Financial first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.