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

&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	$2.15M	Sell	52,867 -10,684	-17%	-$412K	0.01%	983
2026 Q1	$2.28M	Sell	63,551 -523	-0.8%	-$18.9K	0.01%	845
2025 Q4	$2.14M	Sell	64,074 -370	-0.6%	-$12.4K	0.01%	823
2025 Q3	$2.17M	Buy	64,444 +4,446	+7%	+$148K	0.01%	716
2025 Q2	$1.91M	Buy	59,998 +8,094	+16%	+$249K	0.01%	689
2025 Q1	$1.67M	Buy	51,904 +28,507	+122%	+$959K	0.02%	612
2024 Q4	$818K	Buy	23,397 +7,029	+43%	+$249K	0.01%	854
2024 Q3	$565K	Buy	+16,368	New	+$544K	0.01%	809

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

&Partners's DES Position: Q2 2026 in Review

&Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 17% in Q2 2026, selling an estimated $412K and leaving 52,867 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #983.

&Partners first reported a position in DES in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

&Partners held 52,867 shares of WisdomTree US SmallCap Dividend Fund worth $2.15M as of Q2 2026.
&Partners sold 10,684 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $412K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #983 holding.
&Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
&Partners's WisdomTree US SmallCap Dividend Fund position peaked at $2.28M in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.