WETS
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Wealth Enhancement Trust Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wealth Enhancement Trust Services’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 		$206K Hold
5,052
– – 0.02% 285
2026
Q1 		$182K Hold
5,052
– – 0.02% 293
2025
Q4 		$169K Buy
+5,052
New +$169K 0.02% 278

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $80B AUM 26.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Trust Services's DES Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 5,052 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #285.

Wealth Enhancement Trust Services first reported a position in DES in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,052 shares of WisdomTree US SmallCap Dividend Fund worth $206K as of Q2 2026.
  • Wealth Enhancement Trust Services left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #285 holding.
  • Wealth Enhancement Trust Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.