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

Mather 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	$792K	Sell	19,459 -1,061	-5%	-$40.9K	0.01%	429
2026 Q1	$737K	Sell	20,520 -1,785	-8%	-$64.4K	0.01%	396
2025 Q4	$746K	Buy	22,305 +426	+2%	+$14.2K	0.01%	331
2025 Q3	$737K	Sell	21,879 -508	-2%	-$16.9K	0.01%	328
2025 Q2	$711K	Sell	22,387 -1,750	-7%	-$53.9K	0.01%	323
2025 Q1	$771K	Sell	24,137 -987	-4%	-$33.2K	0.01%	290
2024 Q4	$863K	Sell	25,124 -452	-2%	-$16K	0.01%	255
2024 Q3	$882K	Sell	25,576 -2,411	-9%	-$80.1K	0.01%	257
2024 Q2	$915K	Sell	27,987 -1,341	-5%	-$42.1K	0.01%	281
2024 Q1	$943K	Buy	29,328 +3,561	+14%	+$111K	0.01%	231
2023 Q4	$829K	Buy	25,767 +3,064	+13%	+$89K	0.01%	255
2023 Q3	$640K	Buy	22,703 +10,833	+91%	+$318K	0.01%	279
2023 Q2	$342K	Sell	11,870 -1,193	-9%	-$33.3K	0.01%	433
2023 Q1	$373K	Buy	+13,063	New	+$391K	0.01%	364

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

Mather Group's DES Position: Q2 2026 in Review

Mather Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 5.2% in Q2 2026, selling an estimated $40.9K and leaving 19,459 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #429.

Mather Group first reported a position in DES in Q1 2023 and has held it in 14 quarters since. The position peaked at $943K in Q1 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

Mather Group held 19,459 shares of WisdomTree US SmallCap Dividend Fund worth $792K as of Q2 2026.
Mather Group sold 1,061 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $40.9K.
WisdomTree US SmallCap Dividend Fund made up 0.01% of Mather Group's portfolio in Q2 2026, its #429 holding.
Mather Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Mather Group's WisdomTree US SmallCap Dividend Fund position peaked at $943K in Q1 2024.
369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.