Seek First’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Seek First’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	$655K	Buy	17,279 +85	+0.5%	+$3.42K	0.42%	39
2026 Q2	$699K	Sell	17,194 -2	-0%	-$77	0.44%	34
2026 Q1	$618K	Buy	17,196 +47	+0.3%	+$1.7K	0.44%	34
2025 Q4	$574K	Sell	17,149 -4	-0%	-$134	0.4%	39
2025 Q3	$578K	Buy	17,153 +125	+0.7%	+$4.15K	0.42%	36
2025 Q2	$541K	Buy	17,028 +216	+1%	+$6.65K	0.44%	34
2025 Q1	$537K	Buy	+16,812	New	+$565K	0.48%	32

Other funds holding DES

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Seek First's DES Position: Q3 2026 in Review

Seek First increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.49% in Q3 2026, buying an estimated $3.42K and bringing the position to 17,279 shares worth $655K. The position accounts for 0.42% of the portfolio, ranked #39.

Seek First first reported a position in DES in Q1 2025 and has held it in 7 quarters since. The position peaked at $699K in Q2 2026. 150 funds tracked by Wall St. Rank hold DES as of Q3 2026.

Seek First held 17,279 shares of WisdomTree US SmallCap Dividend Fund worth $655K as of Q3 2026.
Seek First bought 85 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $3.42K.
WisdomTree US SmallCap Dividend Fund made up 0.42% of Seek First's portfolio in Q3 2026, its #39 holding.
Seek First first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and has held it in 7 quarters since.
Seek First's WisdomTree US SmallCap Dividend Fund position peaked at $699K in Q2 2026.
150 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.