Prosperity Consulting Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Prosperity Consulting Group’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	$5.74M	Sell	140,984 -11,834	-8%	-$456K	0.22%	87
2026 Q1	$5.49M	Sell	152,818 -11,866	-7%	-$428K	0.24%	76
2025 Q4	$5.51M	Sell	164,684 -14,483	-8%	-$484K	0.25%	74
2025 Q3	$6.03M	Sell	179,167 -15,161	-8%	-$504K	0.3%	64
2025 Q2	$6.17M	Sell	194,328 -10,051	-5%	-$310K	0.45%	47
2025 Q1	$6.53M	Sell	204,379 -5,901	-3%	-$198K	0.5%	42
2024 Q4	$7.22M	Sell	210,280 -24,051	-10%	-$851K	0.54%	39
2024 Q3	$8.08M	Buy	234,331 +9,850	+4%	+$327K	0.63%	35
2024 Q2	$6.99M	Sell	224,481 -41,902	-16%	-$1.32M	0.95%	19
2024 Q1	$8.71M	Buy	+266,383	New	+$8.33M	1.09%	16

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Prosperity Consulting Group's DES Position: Q2 2026 in Review

Prosperity Consulting Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 7.7% in Q2 2026, selling an estimated $456K and leaving 140,984 shares worth $5.74M. The position accounts for 0.22% of the portfolio, ranked #87.

Prosperity Consulting Group first reported a position in DES in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.71M in Q1 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Prosperity Consulting Group held 140,984 shares of WisdomTree US SmallCap Dividend Fund worth $5.74M as of Q2 2026.
Prosperity Consulting Group sold 11,834 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $456K.
WisdomTree US SmallCap Dividend Fund made up 0.22% of Prosperity Consulting Group's portfolio in Q2 2026, its #87 holding.
Prosperity Consulting Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's WisdomTree US SmallCap Dividend Fund position peaked at $8.71M in Q1 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.