Arax Advisory Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Arax Advisory 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	$1.32M	Sell	32,404 -4,241	-12%	-$163K	0.01%	1066
2026 Q1	$1.32M	Buy	36,645 +23,575	+180%	+$850K	0.04%	363
2025 Q4	$437K	Hold	13,070	–	–	0.01%	653
2025 Q3	$440K	Hold	13,070	–	–	0.01%	952
2025 Q2	$415K	Buy	+13,070	New	+$403K	0.02%	443

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 29.2% 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

Arax Advisory Partners's DES Position: Q2 2026 in Review

Arax Advisory Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 12% in Q2 2026, selling an estimated $163K and leaving 32,404 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1066.

Arax Advisory Partners first reported a position in DES in Q2 2025 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Arax Advisory Partners held 32,404 shares of WisdomTree US SmallCap Dividend Fund worth $1.32M as of Q2 2026.
Arax Advisory Partners sold 4,241 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $163K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1066 holding.
Arax Advisory Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.