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

Founders Grove Wealth Partners’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	$2.44M	Sell	59,927 -102	-0.2%	-$3.93K	0.49%	48
2026 Q1	$2.16M	Sell	60,029 -2,719	-4%	-$98K	0.49%	44
2025 Q4	$2.1M	Hold	62,748	–	–	0.47%	48
2025 Q3	$2.11M	Sell	62,748 -1,753	-3%	-$58.2K	0.5%	48
2025 Q2	$2.05M	Sell	64,501 -3,629	-5%	-$112K	0.51%	47
2025 Q1	$2.18M	Sell	68,130 -100	-0.1%	-$3.36K	0.61%	42
2024 Q4	$2.34M	Buy	+68,230	New	+$2.41M	0.68%	40

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 29.18% 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 Grove Wealth Partners's DES Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.17% in Q2 2026, selling an estimated $3.93K and leaving 59,927 shares worth $2.44M. The position accounts for 0.49% of the portfolio, ranked #48.

Founders Grove Wealth Partners first reported a position in DES in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Founders Grove Wealth Partners held 59,927 shares of WisdomTree US SmallCap Dividend Fund worth $2.44M as of Q2 2026.
Founders Grove Wealth Partners sold 102 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.93K.
WisdomTree US SmallCap Dividend Fund made up 0.49% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #48 holding.
Founders Grove Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.