Integrity Alliance’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Integrity Alliance’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	$789K	Buy	19,399 +1,637	+9%	+$63.1K	0.02%	398
2026 Q1	$638K	Sell	17,762 -104	-0.6%	-$3.75K	0.02%	388
2025 Q4	$598K	Buy	17,866 +104	+0.6%	+$3.47K	0.02%	411
2025 Q3	$598K	Buy	17,762 +759	+4%	+$25.2K	0.03%	322
2025 Q2	$540K	Sell	17,003 -17,003	-50%	-$524K	0.03%	288
2025 Q1	$1.09M	Buy	+34,006	New	+$1.14M	0.04%	261

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

Integrity Alliance's DES Position: Q2 2026 in Review

Integrity Alliance increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.2% in Q2 2026, buying an estimated $63.1K and bringing the position to 19,399 shares worth $789K. The position accounts for 0.02% of the portfolio, ranked #398.

Integrity Alliance first reported a position in DES in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.09M in Q1 2025. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Integrity Alliance held 19,399 shares of WisdomTree US SmallCap Dividend Fund worth $789K as of Q2 2026.
Integrity Alliance bought 1,637 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $63.1K.
WisdomTree US SmallCap Dividend Fund made up 0.02% of Integrity Alliance's portfolio in Q2 2026, its #398 holding.
Integrity Alliance first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
Integrity Alliance's WisdomTree US SmallCap Dividend Fund position peaked at $1.09M in Q1 2025.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.