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

Financial Advisory 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	$2.22M	Buy	54,670 +1,477	+3%	+$56.9K	0.58%	49
2026 Q1	$1.91M	Buy	53,193 +3,588	+7%	+$129K	0.54%	50
2025 Q4	$1.66M	Buy	49,605 +571	+1%	+$19.1K	0.47%	52
2025 Q3	$1.65M	Buy	49,034 +1,197	+3%	+$39.8K	0.48%	51
2025 Q2	$1.52M	Buy	47,837 +4,742	+11%	+$146K	0.48%	51
2025 Q1	$1.38M	Sell	43,095 -3,458	-7%	-$116K	0.46%	51
2024 Q4	$1.6M	Buy	46,553 +2,258	+5%	+$79.9K	0.53%	49
2024 Q3	$1.53M	Buy	44,295 +2,029	+5%	+$67.4K	0.51%	51
2024 Q2	$1.32M	Sell	42,266 -1,118	-3%	-$35.1K	0.49%	51
2024 Q1	$1.42M	Sell	43,384 -32,273	-43%	-$1.01M	0.55%	51
2023 Q4	$2.43M	Buy	75,657 +1,047	+1%	+$30.4K	0.88%	45
2023 Q3	$2.1M	Buy	74,610 +4,043	+6%	+$119K	0.85%	50
2023 Q2	$2.03M	Buy	70,567 +342	+0.5%	+$9.53K	0.78%	49
2023 Q1	$2.01M	Buy	70,225 +3,454	+5%	+$103K	0.79%	48
2022 Q4	$1.9M	Buy	66,771 +2,625	+4%	+$75.4K	0.78%	47
2022 Q3	$1.65M	Buy	64,146 +1,693	+3%	+$49.1K	0.72%	51
2022 Q2	$1.76M	Buy	62,453 +662	+1%	+$19.9K	0.73%	50
2022 Q1	$1.97M	Buy	61,791 +7,000	+13%	+$224K	0.73%	51
2021 Q4	$1.8M	Buy	+54,791	New	+$1.77M	0.66%	53

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

Financial Advisory Partners's DES Position: Q2 2026 in Review

Financial Advisory Partners increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.8% in Q2 2026, buying an estimated $56.9K and bringing the position to 54,670 shares worth $2.22M. The position accounts for 0.58% of the portfolio, ranked #49.

Financial Advisory Partners first reported a position in DES in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.43M in Q4 2023. 368 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Financial Advisory Partners held 54,670 shares of WisdomTree US SmallCap Dividend Fund worth $2.22M as of Q2 2026.
Financial Advisory Partners bought 1,477 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $56.9K.
WisdomTree US SmallCap Dividend Fund made up 0.58% of Financial Advisory Partners's portfolio in Q2 2026, its #49 holding.
Financial Advisory Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Financial Advisory Partners's WisdomTree US SmallCap Dividend Fund position peaked at $2.43M in Q4 2023.
368 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Financial Advisory Partners's 13F filing for Q2 2026, filed 20 Jul 2026.