Wealthcare Advisory Partners LLC DES — WISDOMTREE SMALL CAP DIVIDEND

Ownership history in Wealthcare Advisory Partners LLC  ·  37 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported WISDOMTREE SMALL CAP DIVIDEND (DES) in 37 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows DES at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in WISDOMTREE SMALL CAP DIVIDEND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DES was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DES stock page Wealthcare Advisory Partners LLC fund profile Wealthcare Advisory Partners LLC full holdings
How Wealthcare Advisory Partners LLC held DES — position size vs. price
% of Fund (quarterly)    DES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 100,523 +363 +0.4% 0.08% $4.1M 2026-07-09 $39.99
2026 Q1 REDUCED — — — 100,160 -2,788 -2.7% 0.07% $3.6M 2026-04-14 $37.53
2025 Q4 REDUCED — — — 102,948 -1,467 -1.4% 0.07% $3.4M 2026-01-14 $34.94
2025 Q3 REDUCED — — — 104,415 -649 -0.6% 0.07% $3.5M 2025-11-07 $32.33
2025 Q2 ADDED — — — 105,064 +3,637 +3.6% 0.08% $3.3M 2025-07-22 $32.02
2025 Q1 ADDED — — — 101,427 +246 +0.2% 0.09% $3.2M 2025-04-15 $28.35
2024 Q4 REDUCED — — — 101,181 -2,924 -2.8% 0.10% $3.5M 2025-01-15 $33.22
2024 Q3 REDUCED 12.0% -0.2% ✅ 104,105 -14,152 -12.0% 0.10% $3.6M 2024-11-04 $32.42
2024 Q2 REDUCED — — — 118,257 -4,061 -3.3% 0.12% $3.7M 2024-08-12 $30.35
2024 Q1 ADDED — — — 122,318 +8,327 +7.3% 0.13% $4.0M 2024-04-15 $28.85
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DES

As of 2026 Q2 — sorted by position size

Three Bearings Fiduciary Advisors, Inc. 4.53% Melone Private Wealth, LLC 3Y 2.69% FFG RETIREMENT ADVISORS LLC 1.14% Wealthcare Capital Partners, LLC 0.64% Infinity Wealth Counsel, LLC 0.52% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.21% Evanson Financial, LLC 0.18% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 0.17% INTEGRAL INVESTMENT ADVISORS, INC. 3Y 0.1% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.06%

FAQ About Wealthcare Advisory Partners LLC and DES

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning DES?

Wealthcare Advisory Partners LLC reported DES across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DES position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for DES was 0.13% in 2024 Q1.

What is the latest reported DES position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 100,523 shares, equal to 0.08% of portfolio, with an estimated market value of $4.1M.

What does the chart on this DES ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly DES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthcare Advisory Partners LLC time their DES position?

Based on 13F filing dates vs. subsequent DES price moves, Wealthcare Advisory Partners LLC correctly timed 19 out of 36 reported position changes (53%). The annualised alpha on DES relative to SPY over the holding period was +30.9%.

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