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

Merit 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 		$2.85M Sell
70,085
-7,549
-10% -$291K 0.02% 604
2026
Q1 		$2.79M Buy
77,634
+17,499
+29% +$631K 0.02% 556
2025
Q4 		$2.01M Buy
+60,135
New +$2.01M 0.02% 643

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 29.18% 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

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

Merit Financial Group reduced its WisdomTree US SmallCap Dividend Fund (DES) stake by 9.7% in Q2 2026, selling an estimated $291K and leaving 70,085 shares worth $2.85M. The position accounts for 0.02% of the portfolio, ranked #604.

Merit Financial Group first reported a position in DES in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Merit Financial Group held 70,085 shares of WisdomTree US SmallCap Dividend Fund worth $2.85M as of Q2 2026.
  • Merit Financial Group sold 7,549 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $291K.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #604 holding.
  • Merit Financial Group first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.