Petra Financial Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Petra Financial 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	$1.07M	Buy	26,420 +102	+0.4%	+$3.93K	0.5%	53
2026 Q1	$946K	Buy	26,318 +42	+0.2%	+$1.51K	0.59%	49
2025 Q4	$879K	Buy	26,276 +141	+0.5%	+$4.71K	0.52%	51
2025 Q3	$880K	Sell	26,135 -94	-0.4%	-$3.12K	0.51%	53
2025 Q2	$833K	Sell	26,229 -106	-0.4%	-$3.27K	0.53%	48
2025 Q1	$842K	Buy	26,335 +1,030	+4%	+$34.6K	0.69%	36
2024 Q4	$869K	Hold	25,305	–	–	0.59%	40
2024 Q3	$873K	Hold	25,305	–	–	0.58%	47
2024 Q2	$788K	Hold	25,305	–	–	0.57%	55
2024 Q1	$827K	Hold	25,305	–	–	0.61%	49
2023 Q4	$814K	Sell	25,305 -917	-3%	-$26.6K	0.68%	42
2023 Q3	$739K	Hold	26,222	–	–	0.62%	52
2023 Q2	$755K	Sell	26,222 -378	-1%	-$10.5K	0.67%	47
2023 Q1	$760K	Hold	26,600	–	–	0.75%	31
2022 Q4	$757K	Buy	+26,600	New	+$764K	0.83%	33

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

Petra Financial Advisors's DES Position: Q2 2026 in Review

Petra Financial Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.39% in Q2 2026, buying an estimated $3.93K and bringing the position to 26,420 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #53.

Petra Financial Advisors first reported a position in DES in Q4 2022 and has held it in 15 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Petra Financial Advisors held 26,420 shares of WisdomTree US SmallCap Dividend Fund worth $1.07M as of Q2 2026.
Petra Financial Advisors bought 102 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.93K.
WisdomTree US SmallCap Dividend Fund made up 0.5% of Petra Financial Advisors's portfolio in Q2 2026, its #53 holding.
Petra Financial Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.