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

REAP Financial 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	$4.19K	Hold	103	–	–	﹤0.01%	456
2026 Q1	$3.7K	Hold	103	–	–	﹤0.01%	455
2025 Q4	$3.44K	Hold	103	–	–	﹤0.01%	467
2025 Q3	$3.47K	Buy	103 +11	+12%	+$365	﹤0.01%	440
2025 Q2	$2.92K	Hold	92	–	–	﹤0.01%	437
2025 Q1	$2.94K	Sell	92 -3	-3%	-$101	﹤0.01%	466
2024 Q4	$3.26K	Sell	95 -3	-3%	-$106	﹤0.01%	475
2024 Q3	$3.38K	Hold	98	–	–	﹤0.01%	490
2024 Q2	$3.05K	Hold	98	–	–	﹤0.01%	455
2024 Q1	$3.2K	Buy	+98	New	+$3.07K	﹤0.01%	478

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

REAP Financial Group's DES Position: Q2 2026 in Review

REAP Financial Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 103 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

REAP Financial Group first reported a position in DES in Q1 2024 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

REAP Financial Group held 103 shares of WisdomTree US SmallCap Dividend Fund worth $4.19K as of Q2 2026.
REAP Financial Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of REAP Financial Group's portfolio in Q2 2026, its #456 holding.
REAP Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.