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

Total Clarity 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	$2.9M	Hold	71,231	–	–	0.56%	43
2026 Q1	$2.56M	Buy	71,231 +36,385	+104%	+$1.31M	0.6%	46
2025 Q4	$1.17M	Buy	+34,846	New	+$1.16M	0.28%	90

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 29.18% 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

Total Clarity Wealth Management's DES Position: Q2 2026 in Review

Total Clarity Wealth Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 71,231 shares worth $2.9M. The position accounts for 0.56% of the portfolio, ranked #43.

Total Clarity Wealth Management first reported a position in DES in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Total Clarity Wealth Management held 71,231 shares of WisdomTree US SmallCap Dividend Fund worth $2.9M as of Q2 2026.
Total Clarity Wealth Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.56% of Total Clarity Wealth Management's portfolio in Q2 2026, its #43 holding.
Total Clarity Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.