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

Integral 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	$471K	Hold	11,580	–	–	0.1%	116
2026 Q1	$416K	Hold	11,580	–	–	0.1%	116
2025 Q4	$387K	Hold	11,580	–	–	0.1%	121
2025 Q3	$390K	Hold	11,580	–	–	0.11%	110
2025 Q2	$368K	Hold	11,580	–	–	0.11%	116
2025 Q1	$370K	Hold	11,580	–	–	0.12%	115
2024 Q4	$398K	Hold	11,580	–	–	0.13%	109
2024 Q3	$399K	Hold	11,580	–	–	0.13%	109
2024 Q2	$357K	Sell	11,580 -3,017	-21%	-$94.8K	0.13%	113
2024 Q1	$474K	Buy	+14,597	New	+$457K	0.2%	90

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

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

Integral Investment Advisors held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 11,580 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #116.

Integral Investment Advisors first reported a position in DES in Q1 2024 and has held it in 10 quarters since. The position peaked at $474K in Q1 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Integral Investment Advisors held 11,580 shares of WisdomTree US SmallCap Dividend Fund worth $471K as of Q2 2026.
Integral Investment Advisors left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.1% of Integral Investment Advisors's portfolio in Q2 2026, its #116 holding.
Integral Investment Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Integral Investment Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $474K in Q1 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.