Ritter Daniher Financial Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Ritter Daniher Financial Advisory’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	$212K	Buy	5,216 +32	+0.6%	+$1.23K	0.03%	162
2026 Q1	$186K	Buy	5,184 +14	+0.3%	+$505	0.03%	166
2025 Q4	$173K	Sell	5,170 -1,149	-18%	-$38.4K	0.03%	180
2025 Q3	$213K	Buy	+6,319	New	+$210K	0.04%	157

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

Ritter Daniher Financial Advisory's DES Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.62% in Q2 2026, buying an estimated $1.23K and bringing the position to 5,216 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #162.

Ritter Daniher Financial Advisory first reported a position in DES in Q3 2025 and has held it in 4 quarters since. The position peaked at $213K in Q3 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Ritter Daniher Financial Advisory held 5,216 shares of WisdomTree US SmallCap Dividend Fund worth $212K as of Q2 2026.
Ritter Daniher Financial Advisory bought 32 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $1.23K.
WisdomTree US SmallCap Dividend Fund made up 0.03% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #162 holding.
Ritter Daniher Financial Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
Ritter Daniher Financial Advisory's WisdomTree US SmallCap Dividend Fund position peaked at $213K in Q3 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.