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

IFP 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 		$814K Sell
19,999
-1,303
-6% -$50.2K 0.01% 824
2026
Q1 		$766K Buy
21,302
+313
+1% +$11.3K 0.02% 792
2025
Q4 		$702K Sell
20,989
-1,471
-7% -$49.1K 0.02% 797
2025
Q3 		$756K Sell
22,460
-2,870
-11% -$95.3K 0.02% 712
2025
Q2 		$804K Sell
25,330
-172,863
-87% -$5.32M 0.02% 648
2025
Q1 		$6.33M Sell
198,193
-3,369
-2% -$113K 0.2% 107
2024
Q4 		$6.92M Buy
201,562
+11,227
+6% +$397K 0.23% 89
2024
Q3 		$6.56M Buy
190,335
+167,434
+731% +$5.57M 0.24% 88
2024
Q2 		$713K Sell
22,901
-2,379
-9% -$74.7K 0.03% 540
2024
Q1 		$826K Sell
25,280
-1,308
-5% -$40.9K 0.04% 459
2023
Q4 		$855K Sell
26,588
-2,221
-8% -$64.5K 0.04% 422
2023
Q3 		$812K Sell
28,809
-1,003
-3% -$29.4K 0.04% 449
2023
Q2 		$858K Sell
29,812
-1,523
-5% -$42.5K 0.04% 473
2023
Q1 		$916K Sell
31,335
-2,998
-9% -$89.7K 0.04% 417
2022
Q4 		$1.01M Sell
34,333
-16,061
-32% -$461K 0.03% 615
2022
Q3 		$1.48M Buy
50,394
+2,140
+4% +$62K 0.04% 500
2022
Q2 		$1.42M Hold
48,254
– – 0.05% 470
2022
Q1 		$1.42M Sell
48,254
-8,808
-15% -$281K 0.05% 470
2021
Q4 		$1.88M Sell
57,062
-476
-0.8% -$15.4K 0.04% 281
2021
Q3 		$1.78M Sell
57,538
-413
-0.7% -$13K 0.04% 287
2021
Q2 		$1.85M Buy
57,951
+11
+0% +$356 0.04% 259
2021
Q1 		$1.81M Sell
57,940
-66,798
-54% -$1.97M 0.04% 240
2020
Q4 		$3.32M Sell
124,738
-23,860
-16% -$579K 0.13% 127
2020
Q3 		$3.13M Sell
148,598
-20,501
-12% -$446K 0.19% 108
2020
Q2 		$3.54M Sell
169,099
-8,781
-5% -$174K 0.28% 76
2020
Q1 		$3.3M Buy
177,880
+26,986
+18% +$667K 0.33% 67
2019
Q4 		$4.31M Sell
150,894
-1,286
-0.8% -$35.9K 0.32% 69
2019
Q3 		$4.16M Buy
+152,180
New +$4.06M 0.28% 83
2019
Q1 		$1.75M Buy
63,686
+15,163
+31% +$414K 0.24% 93
2018
Q4 		$1.19M Buy
48,523
+9,484
+24% +$258K 0.07% 306
2018
Q3 		$1.16M Sell
39,039
-180
-0.5% -$5.42K 0.05% 390
2018
Q2 		$1.16M Sell
39,219
-5,755
-13% -$166K 0.05% 377
2018
Q1 		$1.31M Hold
44,974
– – 0.06% 322
2017
Q4 		$1.31M Buy
44,974
+262
+0.6% +$7.47K 0.06% 323
2017
Q3 		$1.25M Buy
44,712
+29,646
+197% +$792K 0.05% 375
2017
Q2 		$404K Sell
15,066
-4,476
-23% -$120K 0.02% 765
2017
Q1 		$525K Buy
19,542
+4,416
+29% +$120K 0.02% 652
2016
Q4 		$417K Buy
15,126
+1,278
+9% +$33K 0.02% 697
2016
Q3 		$347K Sell
13,848
-540
-4% -$13.4K 0.02% 737
2016
Q2 		$344K Sell
14,388
-176,670
-92% -$4.1M 0.02% 709
2016
Q1 		$1.75M Buy
191,058
+176,619
+1,223% +$3.68M 0.24% 93
2015
Q4 		$313K Buy
+14,439
New +$320K 0.02% 641

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's DES Position: Q2 2026 in Review

IFP Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 6.1% in Q2 2026, selling an estimated $50.2K and leaving 19,999 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #824.

IFP Advisors first reported a position in DES in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.92M in Q4 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • IFP Advisors held 19,999 shares of WisdomTree US SmallCap Dividend Fund worth $814K as of Q2 2026.
  • IFP Advisors sold 1,303 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $50.2K.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #824 holding.
  • IFP Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $6.92M in Q4 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.