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

Wealthcare Capital 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	$1.54M	Buy	37,815 +1,215	+3%	+$46.8K	0.64%	35
2026 Q1	$1.32M	Buy	36,600 +4,235	+13%	+$153K	0.62%	37
2025 Q4	$1.08M	Buy	32,365 +4,609	+17%	+$154K	0.51%	42
2025 Q3	$935K	Buy	27,756 +7,534	+37%	+$250K	0.43%	47
2025 Q2	$642K	Buy	20,222 +2,777	+16%	+$85.5K	0.32%	56
2025 Q1	$558K	Buy	17,445 +3,043	+21%	+$102K	0.29%	58
2024 Q4	$495K	Buy	+14,402	New	+$509K	0.26%	57

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

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

Wealthcare Capital Partners increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 3.3% in Q2 2026, buying an estimated $46.8K and bringing the position to 37,815 shares worth $1.54M. The position accounts for 0.64% of the portfolio, ranked #35.

Wealthcare Capital Partners first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Wealthcare Capital Partners held 37,815 shares of WisdomTree US SmallCap Dividend Fund worth $1.54M as of Q2 2026.
Wealthcare Capital Partners bought 1,215 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $46.8K.
WisdomTree US SmallCap Dividend Fund made up 0.64% of Wealthcare Capital Partners's portfolio in Q2 2026, its #35 holding.
Wealthcare Capital Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

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