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

Aspect 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 		$51.3K Buy
1,262
+8
+0.6% +$308 0.02% 149
2026
Q1 		$45.1K Buy
1,254
+4
+0.3% +$144 0.02% 148
2025
Q4 		$41.8K Buy
1,250
+11
+0.9% +$367 0.02% 153
2025
Q3 		$41.7K Buy
1,239
+9
+0.7% +$299 0.02% 160
2025
Q2 		$39.1K Buy
1,230
+10
+0.8% +$308 0.02% 166
2025
Q1 		$39K Buy
1,220
+7
+0.6% +$235 0.02% 142
2024
Q4 		$41.7K Buy
1,213
+9
+0.7% +$318 0.02% 140
2024
Q3 		$41.5K Buy
1,204
+9
+0.8% +$299 0.02% 130
2024
Q2 		$37.2K Buy
1,195
+10
+0.8% +$314 0.02% 137
2024
Q1 		$38.7K Buy
1,185
+6
+0.5% +$188 0.03% 136
2023
Q4 		$37.9K Buy
+1,179
New +$34.2K 0.02% 130

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aspect Partners's DES Position: Q2 2026 in Review

Aspect Partners increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.64% in Q2 2026, buying an estimated $308 and bringing the position to 1,262 shares worth $51.3K. The position accounts for 0.02% of the portfolio, ranked #149.

Aspect Partners first reported a position in DES in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Aspect Partners held 1,262 shares of WisdomTree US SmallCap Dividend Fund worth $51.3K as of Q2 2026.
  • Aspect Partners bought 8 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $308.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #149 holding.
  • Aspect Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.