Independent Financial Group’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Independent Financial Group’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	$708K	Buy	17,415 +802	+5%	+$30.9K	0.01%	833
2026 Q1	$597K	Sell	16,613 -271	-2%	-$9.77K	0.01%	844
2025 Q4	$565K	Buy	16,884 +299	+2%	+$9.99K	0.01%	845
2025 Q3	$559K	Buy	16,585 +3,500	+27%	+$116K	0.01%	801
2025 Q2	$416K	Sell	13,085 -3,776	-22%	-$116K	0.01%	860
2025 Q1	$539K	Buy	+16,861	New	+$567K	0.02%	682
2022 Q2	–	Sell	-6,276	Closed	-$200K	–	733
2022 Q1	$200K	Sell	6,276 -170	-3%	-$5.43K	0.02%	734
2021 Q4	$212K	Buy	+6,446	New	+$208K	0.02%	711

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

Independent Financial Group's DES Position: Q2 2026 in Review

Independent Financial Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 4.8% in Q2 2026, buying an estimated $30.9K and bringing the position to 17,415 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #833.

Independent Financial Group first reported a position in DES in Q4 2021 and has held it in 8 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Independent Financial Group held 17,415 shares of WisdomTree US SmallCap Dividend Fund worth $708K as of Q2 2026.
Independent Financial Group bought 802 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $30.9K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #833 holding.
Independent Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and has held it in 8 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.