Focus Partners Advisor Solutions’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Focus Partners Advisor Solutions’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	$773K	Sell	18,993 -795	-4%	-$30.6K	0.01%	657
2026 Q1	$711K	Buy	19,788 +1,322	+7%	+$47.7K	0.01%	673
2025 Q4	$618K	Sell	18,466 -15,702	-46%	-$525K	0.01%	649
2025 Q3	$1.13M	Buy	34,168 +12,309	+56%	+$409K	0.01%	483
2025 Q2	$694K	Sell	21,859 -350	-2%	-$10.8K	0.01%	561
2025 Q1	$710K	Buy	22,209 +9,110	+70%	+$306K	0.01%	480
2024 Q4	$450K	Sell	13,099 -5,424	-29%	-$192K	0.01%	498
2024 Q3	$639K	Buy	18,523 +1,490	+9%	+$49.5K	0.01%	389
2024 Q2	$531K	Buy	17,033 +621	+4%	+$19.5K	0.01%	353
2024 Q1	$536K	Buy	16,412 +7,498	+84%	+$235K	0.02%	344
2023 Q4	$287K	Buy	8,914 +1,814	+26%	+$52.7K	0.01%	335
2023 Q3	$200K	Sell	7,100 -459	-6%	-$13.5K	0.01%	420
2023 Q2	$218K	Buy	+7,559	New	+$211K	0.01%	350

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 Partners Advisor Solutions's DES Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 4% in Q2 2026, selling an estimated $30.6K and leaving 18,993 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #657.

Focus Partners Advisor Solutions first reported a position in DES in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.13M in Q3 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Focus Partners Advisor Solutions held 18,993 shares of WisdomTree US SmallCap Dividend Fund worth $773K as of Q2 2026.
Focus Partners Advisor Solutions sold 795 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $30.6K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #657 holding.
Focus Partners Advisor Solutions first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
Focus Partners Advisor Solutions's WisdomTree US SmallCap Dividend Fund position peaked at $1.13M in Q3 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.