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

JFS Wealth 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	$2.03K	Sell	50 -84	-63%	-$3.24K	﹤0.01%	1603
2026 Q1	$4.81K	Hold	134	–	–	﹤0.01%	1208
2025 Q4	$4.47K	Buy	134 +2	+2%	+$67	﹤0.01%	1284
2025 Q3	$4.46K	Buy	132 +1	+0.8%	+$33	﹤0.01%	1161
2025 Q2	$4.17K	Buy	131 +1	+0.8%	+$31	﹤0.01%	1145
2025 Q1	$4.16K	Hold	130	–	–	﹤0.01%	1191
2024 Q4	$4.45K	Buy	130 +1	+0.8%	+$35	﹤0.01%	1174
2024 Q3	$4.44K	Buy	129 +1	+0.8%	+$33	﹤0.01%	1169
2024 Q2	$3.98K	Buy	128 +1	+0.8%	+$31	﹤0.01%	1163
2024 Q1	$4.14K	Buy	127 +1	+0.8%	+$31	﹤0.01%	1168
2023 Q4	$4.05K	Buy	126 +1	+0.8%	+$29	﹤0.01%	1140
2023 Q3	$3.52K	Buy	125 +1	+0.8%	+$29	﹤0.01%	1141
2023 Q2	$3.57K	Buy	124 +1	+0.8%	+$28	﹤0.01%	1159
2023 Q1	$3.51K	Buy	123 +1	+0.8%	+$30	﹤0.01%	1132
2022 Q4	$3.48K	Buy	122 +1	+0.8%	+$29	﹤0.01%	1143
2022 Q3	$3K	Buy	121 +1	+0.8%	+$29	﹤0.01%	1163
2022 Q2	$3K	Buy	120 +1	+0.8%	+$30	﹤0.01%	1168
2022 Q1	$4K	Buy	+119	New	+$3.8K	﹤0.01%	1124

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

JFS Wealth Advisors's DES Position: Q2 2026 in Review

JFS Wealth Advisors reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 63% in Q2 2026, selling an estimated $3.24K and leaving 50 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

JFS Wealth Advisors first reported a position in DES in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.81K in Q1 2026. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

JFS Wealth Advisors held 50 shares of WisdomTree US SmallCap Dividend Fund worth $2.03K as of Q2 2026.
JFS Wealth Advisors sold 84 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $3.24K.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1603 holding.
JFS Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $4.81K in Q1 2026.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.