Marathon Strategic Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Marathon Strategic 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	$2.72M	Sell	66,967 -1,320	-2%	-$50.9K	1.54%	15
2026 Q1	$2.45M	Buy	68,287 +1,688	+3%	+$60.9K	1.77%	15
2025 Q4	$2.23M	Buy	66,599 +1,538	+2%	+$51.4K	1.7%	15
2025 Q3	$2.19M	Buy	65,061 +3,268	+5%	+$109K	1.75%	15
2025 Q2	$1.96M	Buy	61,793 +2,359	+4%	+$72.7K	1.82%	14
2025 Q1	$1.9M	Buy	59,434 +81	+0.1%	+$2.72K	2.04%	14
2024 Q4	$2.04M	Buy	59,353 +506	+0.9%	+$17.9K	2.21%	14
2024 Q3	$2.03M	Buy	58,847 +4,126	+8%	+$137K	2.14%	14
2024 Q2	$1.7M	Buy	54,721 +467	+0.9%	+$14.7K	1.99%	15
2024 Q1	$1.77M	Buy	54,254 +826	+2%	+$25.8K	2.16%	11
2023 Q4	$1.72M	Buy	+53,428	New	+$1.55M	2.33%	13

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 29.18% 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

Marathon Strategic Advisors's DES Position: Q2 2026 in Review

Marathon Strategic Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.9% in Q2 2026, selling an estimated $50.9K and leaving 66,967 shares worth $2.72M. The position accounts for 1.54% of the portfolio, ranked #15.

Marathon Strategic Advisors first reported a position in DES in Q4 2023 and has held it in 11 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Marathon Strategic Advisors held 66,967 shares of WisdomTree US SmallCap Dividend Fund worth $2.72M as of Q2 2026.
Marathon Strategic Advisors sold 1,320 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $50.9K.
WisdomTree US SmallCap Dividend Fund made up 1.54% of Marathon Strategic Advisors's portfolio in Q2 2026, its #15 holding.
Marathon Strategic Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.