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SC&H Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

SC&H Financial 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 		$1.37M Sell
33,778
-421
-1% -$16.2K 0.18% 58
2026
Q1 		$1.23M Sell
34,199
-476
-1% -$17.2K 0.19% 58
2025
Q4 		$1.16M Sell
34,675
-11,720
-25% -$392K 0.18% 60
2025
Q3 		$1.56M Buy
46,395
+114
+0.2% +$3.79K 0.25% 48
2025
Q2 		$1.47M Buy
46,281
+5,265
+13% +$162K 0.25% 51
2025
Q1 		$1.31M Buy
41,016
+78
+0.2% +$2.62K 0.26% 52
2024
Q4 		$1.41M Sell
40,938
-4,737
-10% -$168K 0.29% 49
2024
Q3 		$1.58M Buy
45,675
+114
+0.3% +$3.79K 0.34% 42
2024
Q2 		$1.42M Buy
45,561
+139
+0.3% +$4.37K 0.35% 45
2024
Q1 		$1.48M Buy
45,422
+73
+0.2% +$2.28K 0.39% 41
2023
Q4 		$1.46M Sell
45,349
-17,426
-28% -$506K 0.42% 37
2023
Q3 		$1.77M Buy
62,775
+115
+0.2% +$3.38K 0.59% 28
2023
Q2 		$1.8M Buy
62,660
+119
+0.2% +$3.32K 0.6% 28
2023
Q1 		$1.79M Buy
62,541
+4
+0% +$120 0.65% 28
2022
Q4 		$1.78M Sell
62,537
-3,328
-5% -$95.6K 0.74% 28
2022
Q3 		$1.7M Hold
65,865
– – 0.85% 25
2022
Q2 		$1.86M Hold
65,865
– – 0.87% 22
2022
Q1 		$2.1M Hold
65,865
– – 1% 20
2021
Q4 		$2.16M Buy
+65,865
New +$2.13M 1.19% 18

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SC&H Financial Advisors's DES Position: Q2 2026 in Review

SC&H Financial Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.2% in Q2 2026, selling an estimated $16.2K and leaving 33,778 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #58.

SC&H Financial Advisors first reported a position in DES in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • SC&H Financial Advisors held 33,778 shares of WisdomTree US SmallCap Dividend Fund worth $1.37M as of Q2 2026.
  • SC&H Financial Advisors sold 421 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $16.2K.
  • WisdomTree US SmallCap Dividend Fund made up 0.18% of SC&H Financial Advisors's portfolio in Q2 2026, its #58 holding.
  • SC&H Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • SC&H Financial Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $2.16M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.