Farther Finance Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Farther Finance 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	$1.97M	Buy	48,384 +23,752	+96%	+$915K	0.02%	755
2026 Q1	$889K	Buy	24,632 +2,522	+11%	+$90.9K	0.01%	1046
2025 Q4	$740K	Buy	22,110 +1,945	+10%	+$65K	0.01%	1070
2025 Q3	$679K	Buy	20,165 +8,065	+67%	+$268K	0.01%	919
2025 Q2	$384K	Buy	12,100 +10,347	+590%	+$319K	0.01%	1044
2025 Q1	$56.2K	Buy	1,753 +410	+31%	+$13.8K	﹤0.01%	1835
2024 Q4	$46.1K	Sell	1,343 -87	-6%	-$3.08K	﹤0.01%	1703
2024 Q3	$49.3K	Buy	1,430 +1,344	+1,563%	+$44.7K	﹤0.01%	1667
2024 Q2	$2.66K	Sell	86 -2,590	-97%	-$81.4K	﹤0.01%	2675
2024 Q1	$86.5K	Sell	2,676 -289	-10%	-$9.04K	0.01%	989
2023 Q4	$95.4K	Buy	+2,965	New	+$86.1K	0.01%	817

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

Farther Finance Advisors's DES Position: Q2 2026 in Review

Farther Finance Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 96% in Q2 2026, buying an estimated $915K and bringing the position to 48,384 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #755.

Farther Finance 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.

Farther Finance Advisors held 48,384 shares of WisdomTree US SmallCap Dividend Fund worth $1.97M as of Q2 2026.
Farther Finance Advisors bought 23,752 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $915K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #755 holding.
Farther Finance 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 Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.