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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 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. 166 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.
166 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.