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

Founders Financial Securities’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 		$480K Buy
11,801
+9
+0.1% +$347 0.02% 396
2026
Q1 		$444K Sell
11,792
-3,058
-21% -$110K 0.03% 389
2025
Q4 		$497K Buy
14,850
+2,975
+25% +$99.4K 0.03% 379
2025
Q3 		$400K Sell
11,875
-3,332
-22% -$111K 0.03% 379
2025
Q2 		$483K Buy
15,207
+395
+3% +$12.2K 0.04% 350
2025
Q1 		$448K Buy
14,812
+2,398
+19% +$80.7K 0.04% 330
2024
Q4 		$426K Sell
12,414
-890
-7% -$31.5K 0.04% 330
2024
Q3 		$459K Sell
13,304
-2,773
-17% -$92.2K 0.04% 281
2024
Q2 		$501K Buy
16,077
+2,395
+18% +$75.2K 0.05% 289
2024
Q1 		$447K Buy
13,682
+1,111
+9% +$34.8K 0.05% 280
2023
Q4 		$404K Buy
12,571
+913
+8% +$26.5K 0.04% 275
2023
Q3 		$329K Sell
11,658
-998
-8% -$29.3K 0.04% 257
2023
Q2 		$364K Buy
12,656
+78
+0.6% +$2.17K 0.05% 245
2023
Q1 		$359K Buy
12,578
+330
+3% +$9.88K 0.05% 244
2022
Q4 		$348K Sell
12,248
-20
-0.2% -$574 0.05% 238
2022
Q3 		$316K Buy
+12,268
New +$355K 0.06% 225

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

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

Founders Financial Securities increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.08% in Q2 2026, buying an estimated $347 and bringing the position to 11,801 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #396.

Founders Financial Securities first reported a position in DES in Q3 2022 and has held it in 16 quarters since. The position peaked at $501K in Q2 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Founders Financial Securities held 11,801 shares of WisdomTree US SmallCap Dividend Fund worth $480K as of Q2 2026.
  • Founders Financial Securities bought 9 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $347.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #396 holding.
  • Founders Financial Securities first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's WisdomTree US SmallCap Dividend Fund position peaked at $501K in Q2 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.