Rehmann Capital Advisory Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Rehmann Capital Advisory 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 Q1	$625K	Hold	17,378	–	–	0.03%	349
2025 Q4	$581K	Hold	17,378	–	–	0.03%	354
2025 Q3	$585K	Hold	17,378	–	–	0.03%	352
2025 Q2	$552K	Hold	17,378	–	–	0.03%	333
2025 Q1	$555K	Hold	17,378	–	–	0.04%	339
2024 Q4	$597K	Hold	17,378	–	–	0.04%	314
2024 Q3	$599K	Hold	17,378	–	–	0.04%	309
2024 Q2	$541K	Hold	17,378	–	–	0.04%	310
2024 Q1	$568K	Hold	17,378	–	–	0.04%	295
2023 Q4	$559K	Buy	17,378 +41	+0.2%	+$1.19K	0.05%	287
2023 Q3	$489K	Hold	17,337	–	–	0.05%	291
2023 Q2	$499K	Hold	17,337	–	–	0.04%	306
2023 Q1	$495K	Sell	17,337 -68	-0.4%	-$2.04K	0.05%	303
2022 Q4	$495K	Buy	17,405 +389	+2%	+$11.2K	0.05%	298
2022 Q3	$438K	Hold	17,016	–	–	0.05%	308
2022 Q2	$480K	Sell	17,016 -815	-5%	-$24.5K	0.05%	290
2022 Q1	$568K	Hold	17,831	–	–	0.05%	286
2021 Q4	$586K	Sell	17,831 -167	-0.9%	-$5.4K	0.05%	284
2021 Q3	$555K	Hold	17,998	–	–	0.05%	301
2021 Q2	$574K	Hold	17,998	–	–	0.06%	283
2021 Q1	$561K	Sell	17,998 -1,235	-6%	-$36.4K	0.06%	268
2020 Q4	$512K	Hold	19,233	–	–	0.06%	262
2020 Q3	$405K	Sell	19,233 -115	-0.6%	-$2.5K	0.05%	277
2020 Q2	$410K	Buy	19,348 +990	+5%	+$19.7K	0.06%	271
2020 Q1	$331K	Buy	+18,358	New	+$454K	0.05%	263
2019 Q3	–	Sell	-19,383	Closed	-$525K	–	1750
2019 Q2	$525K	Sell	19,383 -424	-2%	-$11.6K	0.06%	238
2019 Q1	$545K	Buy	+19,807	New	+$541K	0.07%	205
2018 Q4	–	Sell	-19,784	Closed	-$588K	–	1874
2018 Q3	$588K	Buy	19,784 +742	+4%	+$22.3K	0.08%	193
2018 Q2	$565K	Sell	19,042 -1,916	-9%	-$55.3K	0.08%	192
2018 Q1	$574K	Buy	20,958 +2	+0%	+$56	0.09%	175
2017 Q4	$609K	Buy	20,956 +457	+2%	+$13K	0.1%	174
2017 Q3	$574K	Buy	20,499 +8,931	+77%	+$239K	0.1%	173
2017 Q2	$310K	Sell	11,568 -9,120	-44%	-$245K	0.06%	239
2017 Q1	$556K	Buy	20,688 +2,250	+12%	+$61K	0.09%	180
2016 Q4	$508K	Buy	18,438 +354	+2%	+$9.15K	0.09%	190
2016 Q3	$453K	Hold	18,084	–	–	0.09%	190
2016 Q2	$432K	Buy	18,084 +63	+0.3%	+$1.46K	0.08%	200
2016 Q1	$413K	Hold	18,021	–	–	0.08%	192
2015 Q4	$390K	Buy	18,021 +1,521	+9%	+$33.7K	0.08%	189
2015 Q3	$347K	Hold	16,500	–	–	0.08%	195
2015 Q2	$387K	Hold	16,500	–	–	0.09%	186
2015 Q1	$396K	Hold	16,500	–	–	0.09%	186
2014 Q4	$390K	Hold	16,500	–	–	0.09%	191
2014 Q3	$357K	Hold	16,500	–	–	0.08%	197
2014 Q2	$385K	Hold	16,500	–	–	0.09%	184
2014 Q1	$375K	Hold	16,500	–	–	0.1%	167
2013 Q4	$373K	Hold	16,500	–	–	0.11%	169
2013 Q3	$344K	Hold	16,500	–	–	0.11%	172
2013 Q2	$321K	Buy	+16,500	New	+$316K	0.11%	165

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rehmann Capital Advisory Group's DES Position: Q1 2026 in Review

Rehmann Capital Advisory Group held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q1 2026 at 17,378 shares worth $625K. The position accounts for 0.03% of the portfolio, ranked #349.

Rehmann Capital Advisory Group first reported a position in DES in Q2 2013 and has held it in 49 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Rehmann Capital Advisory Group held 17,378 shares of WisdomTree US SmallCap Dividend Fund worth $625K as of Q1 2026.
Rehmann Capital Advisory Group left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #349 holding.
Rehmann Capital Advisory Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2013 and has held it in 49 quarters since.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.