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

Larson 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 		$23.5K Buy
578
+4
+0.7% +$154 ﹤0.01% 1926
2026
Q1 		$20.6K Buy
574
+1
+0.2% +$36 ﹤0.01% 1827
2025
Q4 		$19.2K Sell
573
-30
-5% -$1K ﹤0.01% 1750
2025
Q3 		$20.3K Sell
603
-49
-8% -$1.63K ﹤0.01% 1638
2025
Q2 		$20.7K Sell
652
-243
-27% -$7.48K ﹤0.01% 1475
2025
Q1 		$28.6K Hold
895
– – ﹤0.01% 1227
2024
Q4 		$30.7K Sell
895
-242
-21% -$8.56K ﹤0.01% 1060
2024
Q3 		$39.2K Sell
1,137
-159
-12% -$5.29K ﹤0.01% 975
2024
Q2 		$40.4K Buy
1,296
+4
+0.3% +$126 ﹤0.01% 862
2024
Q1 		$42.2K Sell
1,292
-34
-3% -$1.06K ﹤0.01% 730
2023
Q4 		$42.6K Sell
1,326
-1,881
-59% -$54.6K ﹤0.01% 685
2023
Q3 		$90.4K Sell
3,207
-19
-0.6% -$558 0.01% 469
2023
Q2 		$92.9K Sell
3,226
-371
-10% -$10.3K 0.01% 439
2023
Q1 		$103K Buy
3,597
+487
+16% +$14.6K 0.01% 428
2022
Q4 		$88.5K Sell
3,110
-238
-7% -$6.84K 0.01% 424
2022
Q3 		$86K Buy
3,348
+173
+5% +$5.01K 0.01% 378
2022
Q2 		$90K Buy
3,175
+211
+7% +$6.33K 0.02% 271
2022
Q1 		$94K Sell
2,964
-984
-25% -$31.4K 0.02% 281
2021
Q4 		$130K Sell
3,948
-5,262
-57% -$170K 0.02% 242
2021
Q3 		$284K Buy
9,210
+3
+0% +$94 0.06% 123
2021
Q2 		$294K Buy
9,207
+7,371
+401% +$238K 0.07% 98
2021
Q1 		$57K Buy
1,836
+987
+116% +$29.1K 0.02% 230
2020
Q4 		$23K Buy
+849
New +$20.6K 0.01% 344

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

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

Larson Financial Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.7% in Q2 2026, buying an estimated $154 and bringing the position to 578 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Larson Financial Group first reported a position in DES in Q4 2020 and has held it in 23 quarters since. The position peaked at $294K in Q2 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Larson Financial Group held 578 shares of WisdomTree US SmallCap Dividend Fund worth $23.5K as of Q2 2026.
  • Larson Financial Group bought 4 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $154.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1926 holding.
  • Larson Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • Larson Financial Group's WisdomTree US SmallCap Dividend Fund position peaked at $294K in Q2 2021.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.