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 Q2	$258K	Hold	6,347	–	–	0.09%	50
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 $1.89T 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

Wrenne Financial Planning's DES Position: Q2 2026 in Review

Wrenne Financial Planning held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 6,347 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #50.

Wrenne Financial Planning first reported a position in DES in Q2 2024 and has held it in 9 quarters since. 370 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Wrenne Financial Planning held 6,347 shares of WisdomTree US SmallCap Dividend Fund worth $258K as of Q2 2026.
Wrenne Financial Planning left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.09% of Wrenne Financial Planning's portfolio in Q2 2026, its #50 holding.
Wrenne Financial Planning first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.