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Copper Harbor Investment Advisors, LLC’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$1.48M Buy
+36,307
New +$1.4M 0.31% 53

Other funds holding DES

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Copper Harbor Investment Advisors, LLC's DES Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 36,307 shares worth $1.48M. The stake represents 0.31% of the portfolio and ranks #53 among its holdings.

107 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 36,307 shares of WisdomTree US SmallCap Dividend Fund worth $1.48M as of Q2 2026.
  • WisdomTree US SmallCap Dividend Fund was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.31% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #53 holding.
  • 107 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.