AssuredPartners Investment Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

AssuredPartners Investment Advisors’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	$614K	Sell	15,093 -9	-0.1%	-$347	0.06%	235
2026 Q1	$550K	Sell	15,102 -129	-0.8%	-$4.65K	0.06%	237
2025 Q4	$509K	Buy	+15,231	New	+$509K	0.08%	206
2025 Q2	–	Sell	-15,564	Closed	-$497K	–	263
2025 Q1	$497K	Sell	15,564 -1,310	-8%	-$44.1K	0.1%	199
2024 Q4	$580K	Buy	+16,874	New	+$597K	0.11%	182

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

AssuredPartners Investment Advisors's DES Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.06% in Q2 2026, selling an estimated $347 and leaving 15,093 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #235.

AssuredPartners Investment Advisors first reported a position in DES in Q4 2024 and has held it in 5 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

AssuredPartners Investment Advisors held 15,093 shares of WisdomTree US SmallCap Dividend Fund worth $614K as of Q2 2026.
AssuredPartners Investment Advisors sold 9 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $347.
WisdomTree US SmallCap Dividend Fund made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #235 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.