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

IAG 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
Q1 		$1.3M Sell
36,088
-3,689
-9% -$133K 0.14% 66
2025
Q4 		$1.33M Sell
39,777
-338
-0.8% -$11.3K 0.15% 64
2025
Q3 		$1.35M Sell
40,115
-199
-0.5% -$6.61K 0.16% 63
2025
Q2 		$1.28M Sell
40,314
-2,332
-5% -$71.8K 0.17% 61
2025
Q1 		$1.36M Sell
42,646
-1,742
-4% -$58.6K 0.21% 53
2024
Q4 		$1.52M Sell
44,388
-819
-2% -$29K 0.27% 52
2024
Q3 		$1.56M Sell
45,207
-402
-0.9% -$13.4K 0.29% 47
2024
Q2 		$1.42M Sell
45,609
-775
-2% -$24.4K 0.29% 43
2024
Q1 		$1.52M Sell
46,384
-149
-0.3% -$4.66K 0.33% 43
2023
Q4 		$1.5M Sell
46,533
-1,570
-3% -$45.6K 0.34% 41
2023
Q3 		$1.36M Sell
48,103
-2,562
-5% -$75.2K 0.38% 38
2023
Q2 		$1.46M Sell
50,665
-3,976
-7% -$111K 0.39% 39
2023
Q1 		$1.56M Sell
54,641
-3,491
-6% -$104K 0.43% 37
2022
Q4 		$1.65M Sell
58,132
-1,137
-2% -$32.7K 0.49% 33
2022
Q3 		$1.53M Sell
59,269
-394
-0.7% -$11.4K 0.51% 36
2022
Q2 		$1.68M Sell
59,663
-2,246
-4% -$67.4K 0.55% 28
2022
Q1 		$1.97M Sell
61,909
-1,235
-2% -$39.4K 0.62% 26
2021
Q4 		$2.08M Sell
63,144
-2,673
-4% -$86.4K 0.67% 25
2021
Q3 		$2.03M Sell
65,817
-1,170
-2% -$36.7K 0.72% 23
2021
Q2 		$2.14M Sell
66,987
-4,338
-6% -$140K 0.77% 23
2021
Q1 		$2.22M Buy
71,325
+3,814
+6% +$113K 0.85% 23
2020
Q4 		$1.8M Buy
67,511
+4,534
+7% +$110K 0.73% 23
2020
Q3 		$1.33M Buy
62,977
+10,728
+21% +$234K 0.61% 25
2020
Q2 		$1.11M Buy
52,249
+23,341
+81% +$464K 0.54% 27
2020
Q1 		$521K Buy
+28,908
New +$715K 0.35% 32

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAG Wealth Partners's DES Position: Q1 2026 in Review

IAG Wealth Partners reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.3% in Q1 2026, selling an estimated $133K and leaving 36,088 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #66.

IAG Wealth Partners first reported a position in DES in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.22M in Q1 2021. 350 funds tracked by Wall St. Rank hold DES as of Q1 2026.

  • IAG Wealth Partners held 36,088 shares of WisdomTree US SmallCap Dividend Fund worth $1.3M as of Q1 2026.
  • IAG Wealth Partners sold 3,689 WisdomTree US SmallCap Dividend Fund shares in Q1 2026, an estimated $133K.
  • WisdomTree US SmallCap Dividend Fund made up 0.14% of IAG Wealth Partners's portfolio in Q1 2026, its #66 holding.
  • IAG Wealth Partners first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2020 and has held it in 25 quarters since.
  • IAG Wealth Partners's WisdomTree US SmallCap Dividend Fund position peaked at $2.22M in Q1 2021.
  • 350 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.