Wrenne Financial Planning’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Wrenne Financial Planning’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 Q1	$228K	Buy	6,347 +1	+0%	+$36	0.09%	46
2025 Q4	$212K	Hold	6,346	–	–	0.09%	48
2025 Q3	$214K	Sell	6,346 -158	-2%	-$5.25K	0.09%	45
2025 Q2	$207K	Hold	6,504	–	–	0.1%	45
2025 Q1	$208K	Sell	6,504 -1	-0%	-$34	0.11%	43
2024 Q4	$223K	Hold	6,505	–	–	0.13%	39
2024 Q3	$224K	Hold	6,505	–	–	0.13%	40
2024 Q2	$203K	Buy	+6,505	New	+$204K	0.14%	39

Other funds holding DES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wrenne Financial Planning's DES Position: Q1 2026 in Review

Wrenne Financial Planning increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.02% in Q1 2026, buying an estimated $36 and bringing the position to 6,347 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #46.

Wrenne Financial Planning first reported a position in DES in Q2 2024 and has held it in 8 quarters since. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

Wrenne Financial Planning held 6,347 shares of WisdomTree US SmallCap Dividend Fund worth $228K as of Q1 2026.
Wrenne Financial Planning bought 1 WisdomTree US SmallCap Dividend Fund share in Q1 2026, an estimated $36.
WisdomTree US SmallCap Dividend Fund made up 0.09% of Wrenne Financial Planning's portfolio in Q1 2026, its #46 holding.
Wrenne Financial Planning first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.