Gallagher Fiduciary Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Gallagher Fiduciary Advisors’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	$409K	Buy	10,049 +65	+0.7%	+$2.5K	0.01%	242
2026 Q1	$359K	Buy	9,984 +28	+0.3%	+$1.01K	0.01%	237
2025 Q4	$333K	Buy	9,956 +90	+0.9%	+$3.01K	0.01%	254
2025 Q3	$332K	Buy	9,866 +73	+0.7%	+$2.42K	0.01%	239
2025 Q2	$311K	Buy	9,793 +80	+0.8%	+$2.46K	0.01%	248
2025 Q1	$310K	Buy	9,713 +49	+0.5%	+$1.65K	0.01%	235
2024 Q4	$332K	Buy	9,664 +72	+0.8%	+$2.55K	0.07%	203
2024 Q3	$331K	Buy	9,592 +71	+0.7%	+$2.36K	0.07%	181
2024 Q2	$297K	Buy	9,521 +87	+0.9%	+$2.73K	0.07%	160
2024 Q1	$308K	Buy	9,434 +45	+0.5%	+$1.41K	0.01%	148
2023 Q4	$302K	Buy	9,389 +73	+0.8%	+$2.12K	0.01%	143
2023 Q3	$263K	Sell	9,316 -6,545	-41%	-$192K	0.02%	143
2023 Q2	$457K	Buy	15,861 +126	+0.8%	+$3.51K	0.03%	129
2023 Q1	$449K	Buy	+15,735	New	+$471K	0.04%	127

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

Gallagher Fiduciary Advisors's DES Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.65% in Q2 2026, buying an estimated $2.5K and bringing the position to 10,049 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #242.

Gallagher Fiduciary Advisors first reported a position in DES in Q1 2023 and has held it in 14 quarters since. The position peaked at $457K in Q2 2023. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Gallagher Fiduciary Advisors held 10,049 shares of WisdomTree US SmallCap Dividend Fund worth $409K as of Q2 2026.
Gallagher Fiduciary Advisors bought 65 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $2.5K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #242 holding.
Gallagher Fiduciary Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Gallagher Fiduciary Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $457K in Q2 2023.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.