FFA
DES icon

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
Q3 		$2.04M Buy
53,896
+5,512
+11% +$222K 0.01% 762
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

LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's DES Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 11% in Q3 2026, buying an estimated $222K and bringing the position to 53,896 shares worth $2.04M. The position accounts for 0.01% of the portfolio, ranked #762.

Farther Finance Advisors first reported a position in DES in Q4 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • Farther Finance Advisors held 53,896 shares of WisdomTree US SmallCap Dividend Fund worth $2.04M as of Q3 2026.
  • Farther Finance Advisors bought 5,512 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $222K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #762 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.