Focus Financial Network’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Focus Financial Network’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	$547K	Buy	13,436 +294	+2%	+$11.3K	0.02%	464
2026 Q1	$472K	Buy	13,142 +50	+0.4%	+$1.8K	0.02%	474
2025 Q4	$438K	Sell	13,092 -263	-2%	-$8.79K	0.02%	481
2025 Q3	$450K	Buy	13,355 +349	+3%	+$11.6K	0.02%	472
2025 Q2	$413K	Buy	13,006 +312	+2%	+$9.61K	0.02%	477
2025 Q1	$406K	Sell	12,694 -347	-3%	-$11.7K	0.02%	465
2024 Q4	$448K	Buy	13,041 +286	+2%	+$10.1K	0.02%	435
2024 Q3	$440K	Sell	12,755 -412	-3%	-$13.7K	0.02%	435
2024 Q2	$450K	Sell	13,167 -14	-0.1%	-$440	0.02%	423
2024 Q1	$403K	Hold	13,181	–	–	0.02%	423
2023 Q4	$424K	Sell	13,181 -51	-0.4%	-$1.48K	0.02%	489
2023 Q3	$373K	Sell	13,232 -23,029	-64%	-$676K	0.02%	414
2023 Q2	$1.04M	Buy	36,261 +56	+0.2%	+$1.56K	0.06%	227
2023 Q1	$1.03M	Buy	+36,205	New	+$1.08M	0.06%	227

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

Focus Financial Network's DES Position: Q2 2026 in Review

Focus Financial Network increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 13,436 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #464.

Focus Financial Network first reported a position in DES in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Focus Financial Network held 13,436 shares of WisdomTree US SmallCap Dividend Fund worth $547K as of Q2 2026.
Focus Financial Network bought 294 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $11.3K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #464 holding.
Focus Financial Network first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Focus Financial Network's WisdomTree US SmallCap Dividend Fund position peaked at $1.04M in Q2 2023.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.