IFG Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

IFG Advisory’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	$1.11M	Buy	+27,260	New	+$1.05M	0.04%	399
2026 Q1	–	Sell	-28,155	Closed	-$942K	–	444
2025 Q4	$942K	Hold	28,155	–	–	0.04%	373
2025 Q3	$948K	Sell	28,155 -265	-0.9%	-$8.8K	0.04%	363
2025 Q2	$903K	Buy	28,420 +574	+2%	+$17.7K	0.05%	371
2025 Q1	$890K	Hold	27,846	–	–	0.05%	343
2024 Q4	$957K	Hold	27,846	–	–	0.05%	302
2024 Q3	$960K	Sell	27,846 -325	-1%	-$10.8K	0.06%	274
2024 Q2	$878K	Sell	28,171 -655	-2%	-$20.6K	0.06%	301
2024 Q1	$942K	Sell	28,826 -370	-1%	-$11.6K	0.07%	253
2023 Q4	$939K	Buy	29,196 +450	+2%	+$13.1K	0.07%	253
2023 Q3	$811K	Sell	28,746 -500	-2%	-$14.7K	0.07%	252
2023 Q2	$842K	Buy	29,246 +400	+1%	+$11.2K	0.07%	227
2023 Q1	$824K	Sell	28,846 -840	-3%	-$25.1K	0.08%	236
2022 Q4	$844K	Hold	29,686	–	–	0.08%	227
2022 Q3	$764K	Buy	29,686 +3,720	+14%	+$108K	0.07%	250
2022 Q2	$732K	Buy	25,966 +13,530	+109%	+$406K	0.08%	242
2022 Q1	$396K	Buy	12,436 +25	+0.2%	+$798	0.04%	340
2021 Q4	$407K	Sell	12,411 -221	-2%	-$7.15K	0.04%	342
2021 Q3	$389K	Buy	12,632 +48	+0.4%	+$1.51K	0.04%	341
2021 Q2	$401K	Hold	12,584	–	–	0.04%	333
2021 Q1	$391K	Sell	12,584 -541	-4%	-$16K	0.05%	344
2020 Q4	$349K	Buy	13,125 +747	+6%	+$18.1K	0.05%	328
2020 Q3	$260K	Buy	12,378 +1,936	+19%	+$42.2K	0.04%	346
2020 Q2	$221K	Sell	10,442 -1,865	-15%	-$37.1K	0.04%	359
2020 Q1	$221K	Sell	12,307 -6,717	-35%	-$166K	0.05%	325
2019 Q4	$545K	Hold	19,024	–	–	0.1%	221
2019 Q3	$520K	Buy	+19,024	New	+$507K	0.1%	226

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

IFG Advisory's DES Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 27,260 shares worth $1.11M. The stake represents 0.04% of the portfolio and ranks #399 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DES as recently as Q4 2025.

IFG Advisory first reported a position in DES in Q3 2019 and has held it in 27 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

IFG Advisory held 27,260 shares of WisdomTree US SmallCap Dividend Fund worth $1.11M as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new IFG Advisory position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up 0.04% of IFG Advisory's portfolio in Q2 2026, its #399 holding.
IFG Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and has held it in 27 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.