Beaird Harris Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Beaird Harris Wealth Management’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	–	Sell	-107	Closed	-$3.85K	–	719
2026 Q1	$3.85K	Hold	107	–	–	﹤0.01%	437
2025 Q4	$3.58K	Hold	107	–	–	﹤0.01%	465
2025 Q3	$3.6K	Hold	107	–	–	﹤0.01%	457
2025 Q2	$3.4K	Buy	+107	New	+$3.29K	﹤0.01%	449

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

Beaird Harris Wealth Management's DES Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 107 shares — an estimated $3.85K sold.

Beaird Harris Wealth Management first reported a position in DES in Q2 2025 and held it in 4 quarters. The position peaked at $3.85K in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Beaird Harris Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 107 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.85K.
Beaird Harris Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2025 and held it in 4 quarters.
Beaird Harris Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $3.85K in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.