TigerOak Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

TigerOak Management’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	$408K	Buy	10,026 +1,802	+22%	+$69.4K	0.11%	91
2026 Q1	$296K	Buy	8,224 +900	+12%	+$32.4K	0.09%	103
2025 Q4	$245K	Hold	7,324	–	–	0.07%	107
2025 Q3	$247K	Sell	7,324 -3,068	-30%	-$102K	0.08%	102
2025 Q2	$330K	Hold	10,392	–	–	0.11%	86
2025 Q1	$332K	Hold	10,392	–	–	0.13%	79
2024 Q4	$357K	Buy	+10,392	New	+$368K	0.13%	80

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

TigerOak Management's DES Position: Q2 2026 in Review

TigerOak Management increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 22% in Q2 2026, buying an estimated $69.4K and bringing the position to 10,026 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #91.

TigerOak Management first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

TigerOak Management held 10,026 shares of WisdomTree US SmallCap Dividend Fund worth $408K as of Q2 2026.
TigerOak Management bought 1,802 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $69.4K.
WisdomTree US SmallCap Dividend Fund made up 0.11% of TigerOak Management's portfolio in Q2 2026, its #91 holding.
TigerOak Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.