Sharper & Granite’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Sharper & Granite’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	$487K	Hold	12,860	–	–	0.15%	82
2026 Q2	$523K	Hold	12,860	–	–	0.16%	80
2026 Q1	$462K	Sell	12,860 -8,600	-40%	-$310K	0.16%	83
2025 Q4	$718K	Hold	21,460	–	–	0.25%	71
2025 Q3	$723K	Sell	21,460 -1,300	-6%	-$43.2K	0.26%	70
2025 Q2	$751K	Sell	22,760 -320	-1%	-$9.9K	0.29%	73
2025 Q1	$738K	Sell	23,080 -25	-0.1%	-$841	0.3%	70
2024 Q4	$794K	Hold	23,105	–	–	0.35%	70
2024 Q3	$797K	Buy	23,105 +100	+0.4%	+$3.32K	0.36%	67
2024 Q2	$717K	Sell	23,005 -1,200	-5%	-$37.7K	0.34%	68
2024 Q1	$770K	Buy	24,205 +1,010	+4%	+$31.6K	0.37%	66
2023 Q4	$746K	Sell	23,195 -15,790	-41%	-$459K	0.39%	67
2023 Q3	$1.1M	Sell	38,985 -1,600	-4%	-$47K	0.64%	48
2023 Q2	$1.17M	Hold	40,585	–	–	0.67%	48
2023 Q1	$1.16M	Sell	40,585 -1,400	-3%	-$41.9K	0.7%	45
2022 Q4	$1.19M	Buy	+41,985	New	+$1.21M	0.79%	42

Other funds holding DES

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Sharper & Granite's DES Position: Q3 2026 in Review

Sharper & Granite held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q3 2026 at 12,860 shares worth $487K. The position accounts for 0.15% of the portfolio, ranked #82.

Sharper & Granite first reported a position in DES in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q4 2022. 326 funds tracked by Wall St. Rank hold DES as of Q3 2026.

Sharper & Granite held 12,860 shares of WisdomTree US SmallCap Dividend Fund worth $487K as of Q3 2026.
Sharper & Granite left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US SmallCap Dividend Fund made up 0.15% of Sharper & Granite's portfolio in Q3 2026, its #82 holding.
Sharper & Granite first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 16 quarters since.
Sharper & Granite's WisdomTree US SmallCap Dividend Fund position peaked at $1.19M in Q4 2022.
326 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Sharper & Granite's 13F filing for Q3 2026, filed 2 Nov 2026.