Focus Partners Wealth
DES icon

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

Focus Partners Wealth’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 		$3.48M Buy
85,644
+5,180
+6% +$200K ﹤0.01% 1105
2026
Q1 		$2.89M Sell
80,464
-557
-0.7% -$20.1K ﹤0.01% 1150
2025
Q4 		$2.71M Buy
81,021
+5,291
+7% +$177K ﹤0.01% 1199
2025
Q3 		$2.55M Buy
75,730
+20,233
+36% +$672K ﹤0.01% 945
2025
Q2 		$1.76M Buy
55,497
+12
+0% +$370 ﹤0.01% 941
2025
Q1 		$1.77M Buy
55,485
+4,404
+9% +$148K ﹤0.01% 879
2024
Q4 		$1.75M Buy
51,081
+39,174
+329% +$1.39M ﹤0.01% 867
2024
Q3 		$411K Buy
11,907
+2,668
+29% +$88.7K ﹤0.01% 1208
2024
Q2 		$288K Buy
9,239
+71
+0.8% +$2.23K ﹤0.01% 1078
2024
Q1 		$300K Buy
+9,168
New +$287K ﹤0.01% 833

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 29.2% 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

Focus Partners Wealth's DES Position: Q2 2026 in Review

Focus Partners Wealth increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 6.4% in Q2 2026, buying an estimated $200K and bringing the position to 85,644 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Focus Partners Wealth first reported a position in DES in Q1 2024 and has held it in 10 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Focus Partners Wealth held 85,644 shares of WisdomTree US SmallCap Dividend Fund worth $3.48M as of Q2 2026.
  • Focus Partners Wealth bought 5,180 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $200K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1105 holding.
  • Focus Partners Wealth first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.