Wealthcare Advisory Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wealthcare Advisory Partners’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	$4.09M	Buy	100,523 +363	+0.4%	+$14K	0.08%	209
2026 Q1	$3.6M	Sell	100,160 -2,788	-3%	-$101K	0.07%	237
2025 Q4	$3.44M	Sell	102,948 -1,467	-1%	-$49K	0.07%	240
2025 Q3	$3.52M	Sell	104,415 -649	-0.6%	-$21.6K	0.07%	218
2025 Q2	$3.34M	Buy	105,064 +3,637	+4%	+$112K	0.08%	215
2025 Q1	$3.24M	Buy	101,427 +246	+0.2%	+$8.27K	0.09%	198
2024 Q4	$3.48M	Sell	101,181 -2,924	-3%	-$103K	0.1%	174
2024 Q3	$3.59M	Sell	104,105 -14,152	-12%	-$470K	0.1%	175
2024 Q2	$3.68M	Sell	118,257 -4,061	-3%	-$128K	0.12%	144
2024 Q1	$4M	Buy	122,318 +8,327	+7%	+$261K	0.13%	131
2023 Q4	$3.67M	Sell	113,991 -8,237	-7%	-$239K	0.15%	117
2023 Q3	$3.45M	Sell	122,228 -725	-0.6%	-$21.3K	0.16%	109
2023 Q2	$3.54M	Sell	122,953 -3,348	-3%	-$93.3K	0.16%	111
2023 Q1	$3.61M	Buy	126,301 +2,780	+2%	+$83.2K	0.16%	116
2022 Q4	$3.51M	Buy	123,521 +12,221	+11%	+$351K	0.17%	104
2022 Q3	$2.87M	Sell	111,300 -5,289	-5%	-$153K	0.16%	110
2022 Q2	$3.29M	Buy	116,589 +49,551	+74%	+$1.49M	0.2%	84
2022 Q1	$2.14M	Buy	67,038 +23,854	+55%	+$762K	0.13%	95
2021 Q4	$1.42M	Sell	43,184 -26,402	-38%	-$854K	0.08%	140
2021 Q3	$2.15M	Sell	69,586 -4,297	-6%	-$135K	0.14%	96
2021 Q2	$2.36M	Buy	73,883 +5,929	+9%	+$192K	0.16%	92
2021 Q1	$2.12M	Buy	67,954 +689	+1%	+$20.3K	0.15%	86
2020 Q4	$1.79M	Sell	67,265 -6,049	-8%	-$147K	0.16%	84
2020 Q3	$1.54M	Sell	73,314 -8,511	-10%	-$185K	0.17%	81
2020 Q2	$1.73M	Buy	81,825 +9,796	+14%	+$195K	0.22%	59
2020 Q1	$1.3M	Buy	72,029 +10,572	+17%	+$261K	0.19%	72
2019 Q4	$1.76M	Buy	61,457 +1,299	+2%	+$36.2K	0.22%	58
2019 Q3	$1.65M	Buy	60,158 +4,821	+9%	+$129K	0.24%	59
2019 Q2	$1.5M	Buy	55,337 +2,197	+4%	+$60.1K	0.24%	61
2019 Q1	$1.46M	Buy	53,140 +6,094	+13%	+$167K	0.25%	59
2018 Q4	$1.15M	Buy	47,046 +520	+1%	+$14.1K	0.22%	65
2018 Q3	$1.38M	Buy	46,526 +1,497	+3%	+$45K	0.25%	56
2018 Q2	$1.33M	Buy	45,029 +1,590	+4%	+$45.9K	0.26%	57
2018 Q1	$1.19M	Buy	43,439 +577	+1%	+$16.3K	0.27%	53
2017 Q4	$1.25M	Buy	42,862 +2,656	+7%	+$75.7K	0.32%	44
2017 Q3	$1.13M	Buy	+40,206	New	+$1.07M	0.33%	39
2016 Q3	–	Sell	-5,130	Closed	-$123K	–	89
2016 Q2	$123K	Buy	+5,130	New	+$119K	0.09%	38

Other funds holding DES

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealthcare Advisory Partners's DES Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.36% in Q2 2026, buying an estimated $14K and bringing the position to 100,523 shares worth $4.09M. The position accounts for 0.08% of the portfolio, ranked #209.

Wealthcare Advisory Partners first reported a position in DES in Q2 2016 and has held it in 37 quarters since. 77 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Wealthcare Advisory Partners held 100,523 shares of WisdomTree US SmallCap Dividend Fund worth $4.09M as of Q2 2026.
Wealthcare Advisory Partners bought 363 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $14K.
WisdomTree US SmallCap Dividend Fund made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #209 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2016 and has held it in 37 quarters since.
77 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.