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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.66K	Buy	+90	New	+$3.47K	﹤0.01%	392
2024 Q2	–	Sell	-274	Closed	-$8.95K	–	741
2024 Q1	$8.95K	Buy	+274	New	+$8.57K	﹤0.01%	557
2023 Q4	–	Sell	-274	Closed	-$7.72K	–	387
2023 Q3	$7.72K	Hold	274	–	–	0.01%	436
2023 Q2	$7.89K	Hold	274	–	–	0.01%	423
2023 Q1	$7.82K	Hold	274	–	–	0.01%	419
2022 Q4	$7.79K	Buy	+274	New	+$7.87K	0.01%	635

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

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Register Financial Advisors's DES Position: Q2 2026 in Review

Register Financial Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 90 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Register Financial Advisors previously reported a position in DES as recently as Q1 2024.

Register Financial Advisors first reported a position in DES in Q4 2022 and has held it in 6 quarters since. The position peaked at $8.95K in Q1 2024. 55 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Register Financial Advisors held 90 shares of WisdomTree US SmallCap Dividend Fund worth $3.66K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new Register Financial Advisors position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Register Financial Advisors's portfolio in Q2 2026, its #392 holding.
Register Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 6 quarters since.
Register Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $8.95K in Q1 2024.
55 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.