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

Highland 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	$40.7K	Buy	+1,000	New	+$38.5K	0.02%	197

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 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 $80B AUM 26.12% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Highland Investment Advisors opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 1,000 shares worth $40.7K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings.

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

Highland Investment Advisors held 1,000 shares of WisdomTree US SmallCap Dividend Fund worth $40.7K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new Highland Investment Advisors position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Highland Investment Advisors's portfolio in Q2 2026, its #197 holding.
360 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.