IFG Advisory
DES icon

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
Q3 		$1.05M Buy
27,660
+400
+1% +$16.1K 0.03% 438
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IFG Advisory's DES Position: Q3 2026 in Review

IFG Advisory increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 1.5% in Q3 2026, buying an estimated $16.1K and bringing the position to 27,660 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #438.

IFG Advisory first reported a position in DES in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.11M in Q2 2026. 227 funds tracked by Wall St. Rank hold DES as of Q3 2026.

  • IFG Advisory held 27,660 shares of WisdomTree US SmallCap Dividend Fund worth $1.05M as of Q3 2026.
  • IFG Advisory bought 400 WisdomTree US SmallCap Dividend Fund shares in Q3 2026, an estimated $16.1K.
  • WisdomTree US SmallCap Dividend Fund made up 0.03% of IFG Advisory's portfolio in Q3 2026, its #438 holding.
  • IFG Advisory first reported a position in WisdomTree US SmallCap Dividend Fund in Q3 2019 and has held it in 28 quarters since.
  • IFG Advisory's WisdomTree US SmallCap Dividend Fund position peaked at $1.11M in Q2 2026.
  • 227 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.