River Street Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

River Street Advisors’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	$193K	Buy	+4,734	New	+$182K	0.06%	167

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

River Street Advisors's DES Position: Q2 2026 in Review

River Street Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 4,734 shares worth $193K. The stake represents 0.06% of the portfolio and ranks #167 among its holdings.

369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

River Street Advisors held 4,734 shares of WisdomTree US SmallCap Dividend Fund worth $193K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new River Street Advisors position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.06% of River Street Advisors's portfolio in Q2 2026, its #167 holding.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.