FGC
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Financial Gravity Companies’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$5.27K Buy
+166
New +$5.11K ﹤0.01% 672
2024
Q4 		$5.7K Buy
+166
New +$5.87K ﹤0.01% 664
2018
Q1 		– Sell
-279
Closed -$8K – 1445
2017
Q4 		$8K Buy
+279
New +$7.95K 0.01% 596

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Financial Gravity Companies's DES Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2025: 166 shares worth $5.27K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DES as recently as Q4 2024.

Financial Gravity Companies first reported a position in DES in Q4 2017 and has held it in 3 quarters since. The position peaked at $8K in Q4 2017. 323 funds tracked by Wall St. Rank hold DES as of Q2 2025.

  • Financial Gravity Companies held 166 shares of WisdomTree US SmallCap Dividend Fund worth $5.27K as of Q2 2025.
  • WisdomTree US SmallCap Dividend Fund was a new Financial Gravity Companies position in Q2 2025.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #672 holding.
  • Financial Gravity Companies first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's WisdomTree US SmallCap Dividend Fund position peaked at $8K in Q4 2017.
  • 323 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.