Revolve Wealth Partners
DES icon

Revolve Wealth Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Revolve Wealth Partners’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
Q3 		$201K Hold
5,299
– – 0.02% 313
2026
Q2 		$216K Buy
+5,299
New +$204K 0.02% 332

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Revolve Wealth Partners's DES Position: Q3 2026 in Review

Revolve Wealth Partners held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q3 2026 at 5,299 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #313.

Revolve Wealth Partners first reported a position in DES in Q2 2026 and has held it in 2 quarters since. The position peaked at $216K in Q2 2026. 246 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Revolve Wealth Partners held 5,299 shares of WisdomTree US SmallCap Dividend Fund worth $201K as of Q3 2026.
  • Revolve Wealth Partners left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q3 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Revolve Wealth Partners's portfolio in Q3 2026, its #313 holding.
  • Revolve Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2026 and has held it in 2 quarters since.
  • Revolve Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $216K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Revolve Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.