Founders Financial Alliance’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Founders Financial Alliance’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	–	Sell	-11,147	Closed	-$401K	–	790
2026 Q1	$401K	Hold	11,147	–	–	0.07%	244
2025 Q4	$373K	Sell	11,147 -716	-6%	-$23.9K	0.07%	240
2025 Q3	$400K	Sell	11,863 -633	-5%	-$21K	0.08%	242
2025 Q2	$397K	Buy	12,496 +11,991	+2,374%	+$369K	0.09%	214
2025 Q1	$16.1K	Hold	505	–	–	﹤0.01%	505
2024 Q4	$17.3K	Hold	505	–	–	﹤0.01%	450
2024 Q3	$17.4K	Sell	505 -180	-26%	-$5.98K	﹤0.01%	459
2024 Q2	$21.3K	Hold	685	–	–	0.01%	435
2024 Q1	$22.4K	Buy	+685	New	+$21.4K	0.01%	436
2022 Q3	–	Sell	-1,353	Closed	-$38K	–	486
2022 Q2	$38K	Buy	+1,353	New	+$40.6K	0.02%	357
2021 Q1	–	Sell	-101	Closed	-$3K	–	465
2020 Q4	$3K	Hold	101	–	–	﹤0.01%	398
2020 Q3	$2K	Buy	+101	New	+$2.2K	﹤0.01%	1190

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

Founders Financial Alliance's DES Position: Q2 2026 in Review

Founders Financial Alliance sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026, closing a stake of 11,147 shares — an estimated $401K sold.

Founders Financial Alliance first reported a position in DES in Q3 2020 and held it in 12 quarters. The position peaked at $401K in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Founders Financial Alliance reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 11,147 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $401K.
Founders Financial Alliance first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2020 and held it in 12 quarters.
Founders Financial Alliance's WisdomTree US SmallCap Dividend Fund position peaked at $401K in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.