TopTier Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

TopTier Wealth Management’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	$2.12M	Sell	52,099 -6,960	-12%	-$268K	1.28%	19
2026 Q1	$2.12M	Sell	59,059 -2,281	-4%	-$82.2K	1.3%	15
2025 Q4	$2.05M	Buy	+61,340	New	+$2.05M	1.39%	17

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

TopTier Wealth Management's DES Position: Q2 2026 in Review

TopTier Wealth Management reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 12% in Q2 2026, selling an estimated $268K and leaving 52,099 shares worth $2.12M. The position accounts for 1.28% of the portfolio, ranked #19.

TopTier Wealth Management first reported a position in DES in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.12M in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

TopTier Wealth Management held 52,099 shares of WisdomTree US SmallCap Dividend Fund worth $2.12M as of Q2 2026.
TopTier Wealth Management sold 6,960 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $268K.
WisdomTree US SmallCap Dividend Fund made up 1.28% of TopTier Wealth Management's portfolio in Q2 2026, its #19 holding.
TopTier Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
TopTier Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $2.12M in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.