FRA
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FFG Retirement Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

FFG Retirement 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 		$2.16M Buy
52,981
+824
+2% +$31.8K 1.14% 37
2026
Q1 		$1.87M Buy
52,157
+2,438
+5% +$87.9K 1.09% 39
2025
Q4 		$1.66M Sell
49,719
-145
-0.3% -$4.84K 1.03% 37
2025
Q3 		$1.68M Sell
49,864
-62
-0.1% -$2.06K 1.04% 36
2025
Q2 		$1.59M Buy
49,926
+2,006
+4% +$61.8K 0.99% 36
2025
Q1 		$1.53M Sell
47,920
-1,115
-2% -$37.5K 1.04% 33
2024
Q4 		$1.68M Sell
49,035
-487
-1% -$17.2K 1.1% 30
2024
Q3 		$1.71M Sell
49,522
-813
-2% -$27K 1.11% 30
2024
Q2 		$1.57M Sell
50,335
-28,650
-36% -$900K 1.09% 31
2024
Q1 		$2.58M Buy
78,985
+47,261
+149% +$1.48M 1.82% 20
2023
Q4 		$1.02M Sell
31,724
-164
-0.5% -$4.76K 0.79% 33
2023
Q3 		$899K Sell
31,888
-16,336
-34% -$480K 0.75% 31
2023
Q2 		$1.39M Sell
48,224
-30,898
-39% -$861K 1.11% 26
2023
Q1 		$2.26M Sell
79,122
-5,987
-7% -$179K 1.94% 18
2022
Q4 		$2.42M Buy
+85,109
New +$2.44M 2.21% 17

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FFG Retirement Advisors's DES Position: Q2 2026 in Review

FFG Retirement Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.6% in Q2 2026, buying an estimated $31.8K and bringing the position to 52,981 shares worth $2.16M. The position accounts for 1.14% of the portfolio, ranked #37.

FFG Retirement Advisors first reported a position in DES in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • FFG Retirement Advisors held 52,981 shares of WisdomTree US SmallCap Dividend Fund worth $2.16M as of Q2 2026.
  • FFG Retirement Advisors bought 824 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $31.8K.
  • WisdomTree US SmallCap Dividend Fund made up 1.14% of FFG Retirement Advisors's portfolio in Q2 2026, its #37 holding.
  • FFG Retirement Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • FFG Retirement Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $2.58M in Q1 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.