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

Investment Research 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 		$1.95M Sell
47,948
-2,968
-6% -$114K 0.66% 33
2026
Q1 		$1.83M Buy
50,916
+316
+0.6% +$11.4K 0.74% 25
2025
Q4 		$1.69M Sell
50,600
-595
-1% -$19.9K 0.73% 28
2025
Q3 		$1.68M Buy
+51,195
New +$1.7M 0.76% 27

Other funds holding DES

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Investment Research Partners's DES Position: Q2 2026 in Review

Investment Research Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 5.8% in Q2 2026, selling an estimated $114K and leaving 47,948 shares worth $1.95M. The position accounts for 0.66% of the portfolio, ranked #33.

Investment Research Partners first reported a position in DES in Q3 2025 and has held it in 4 quarters since. 299 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Investment Research Partners held 47,948 shares of WisdomTree US SmallCap Dividend Fund worth $1.95M as of Q2 2026.
  • Investment Research Partners sold 2,968 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $114K.
  • WisdomTree US SmallCap Dividend Fund made up 0.66% of Investment Research Partners's portfolio in Q2 2026, its #33 holding.
  • Investment Research Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 299 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.