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

Platform Technology 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	$1.62M	Hold	39,781	–	–	0.26%	81
2026 Q1	$1.43M	Hold	39,781	–	–	0.28%	86
2025 Q4	$1.33M	Hold	39,781	–	–	0.28%	80
2025 Q3	$1.34M	Hold	39,781	–	–	0.32%	75
2025 Q2	$1.26M	Hold	39,781	–	–	0.33%	77
2025 Q1	$1.27M	Hold	39,781	–	–	0.37%	72
2024 Q4	$1.37M	Hold	39,781	–	–	0.41%	63
2024 Q3	$1.37M	Hold	39,781	–	–	0.43%	65
2024 Q2	$1.24M	Buy	+39,781	New	+$1.25M	0.43%	64
2023 Q4	$1.26M	Hold	39,781	–	–	0.49%	62
2023 Q3	$1.12M	Hold	39,781	–	–	0.53%	57
2023 Q2	$1.16M	Hold	39,781	–	–	0.55%	55
2023 Q1	$1.14M	Hold	39,781	–	–	0.56%	53
2022 Q4	$1.13M	Hold	39,781	–	–	0.58%	54
2022 Q3	$1.02M	Hold	39,781	–	–	0.58%	55
2022 Q2	$1.12M	Hold	39,781	–	–	0.61%	48
2022 Q1	$1.27M	Sell	39,781 -1,000	-2%	-$31.9K	0.61%	43
2021 Q4	$1.34M	Hold	40,781	–	–	0.59%	44
2021 Q3	$1.26M	Hold	40,781	–	–	0.57%	44
2021 Q2	$1.3M	Buy	+40,781	New	+$1.32M	0.54%	52
2020 Q4	$1.08M	Hold	40,781	–	–	0.53%	49
2020 Q3	$860K	Hold	40,781	–	–	0.53%	49
2020 Q2	$864K	Buy	40,781 +18,863	+86%	+$375K	0.61%	40
2020 Q1	$395K	Buy	+21,918	New	+$542K	0.36%	83

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

Platform Technology Partners's DES Position: Q2 2026 in Review

Platform Technology Partners held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 39,781 shares worth $1.62M. The position accounts for 0.26% of the portfolio, ranked #81.

Platform Technology Partners first reported a position in DES in Q1 2020 and has held it in 24 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Platform Technology Partners held 39,781 shares of WisdomTree US SmallCap Dividend Fund worth $1.62M as of Q2 2026.
Platform Technology Partners left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.26% of Platform Technology Partners's portfolio in Q2 2026, its #81 holding.
Platform Technology Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2020 and has held it in 24 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.