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

Axis Wealth 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	$347K	Buy	8,527 +2,172	+34%	+$83.7K	0.17%	132
2026 Q1	$228K	Buy	6,355 +65	+1%	+$2.34K	0.12%	160
2025 Q4	$210K	Buy	6,290 +7	+0.1%	+$234	0.12%	160
2025 Q3	$212K	Sell	6,283 -61	-1%	-$2.03K	0.12%	155
2025 Q2	$201K	Sell	6,344 -336	-5%	-$10.3K	0.13%	144
2025 Q1	$214K	Sell	6,680 -39	-0.6%	-$1.31K	0.16%	134
2024 Q4	$231K	Buy	+6,719	New	+$238K	0.19%	125

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

Axis Wealth Partners's DES Position: Q2 2026 in Review

Axis Wealth Partners increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 34% in Q2 2026, buying an estimated $83.7K and bringing the position to 8,527 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #132.

Axis Wealth Partners first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Axis Wealth Partners held 8,527 shares of WisdomTree US SmallCap Dividend Fund worth $347K as of Q2 2026.
Axis Wealth Partners bought 2,172 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $83.7K.
WisdomTree US SmallCap Dividend Fund made up 0.17% of Axis Wealth Partners's portfolio in Q2 2026, its #132 holding.
Axis Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.