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Investment Partners Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Investment Partners Asset 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
Q3 		$758K Buy
20,012
+570
+3% +$23K 0.41% 68
2026
Q2 		$791K Sell
19,442
-129
-0.7% -$4.97K 0.44% 66
2026
Q1 		$703K Buy
19,571
+217
+1% +$7.82K 0.43% 67
2025
Q4 		$647K Buy
19,354
+519
+3% +$17.3K 0.4% 69
2025
Q3 		$634K Buy
18,835
+1,622
+9% +$53.9K 0.42% 68
2025
Q2 		$547K Buy
17,213
+115
+0.7% +$3.54K 0.38% 75
2025
Q1 		$546K Buy
17,098
+1,081
+7% +$36.4K 0.43% 76
2024
Q4 		$550K Buy
16,017
+70
+0.4% +$2.48K 0.43% 69
2024
Q3 		$550K Sell
15,947
-1,372
-8% -$45.6K 0.45% 71
2024
Q2 		$539K Sell
17,319
-143
-0.8% -$4.49K 0.48% 64
2024
Q1 		$571K Sell
17,462
-85
-0.5% -$2.66K 0.52% 61
2023
Q4 		$564K Buy
+17,547
New +$510K 0.56% 56

Other funds holding DES

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Investment Partners Asset Management's DES Position: Q3 2026 in Review

Investment Partners Asset Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.9% in Q3 2026, buying an estimated $23K and bringing the position to 20,012 shares worth $758K. The position accounts for 0.41% of the portfolio, ranked #68.

Investment Partners Asset Management first reported a position in DES in Q4 2023 and has held it in 12 quarters since. The position peaked at $791K in Q2 2026. 14 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Investment Partners Asset Management held 20,012 shares of WisdomTree US SmallCap Dividend Fund worth $758K as of Q3 2026.
  • Investment Partners Asset Management bought 570 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $23K.
  • WisdomTree US SmallCap Dividend Fund made up 0.41% of Investment Partners Asset Management's portfolio in Q3 2026, its #68 holding.
  • Investment Partners Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's WisdomTree US SmallCap Dividend Fund position peaked at $791K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.