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PFG Investments’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

PFG Investments’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 		$341K Buy
8,379
+6
+0.1% +$231 0.01% 863
2026
Q1 		$301K Sell
8,373
-1,593
-16% -$57.4K 0.01% 851
2025
Q4 		$333K Sell
9,966
-466
-4% -$15.6K 0.02% 754
2025
Q3 		$351K Buy
10,432
+130
+1% +$4.32K 0.02% 697
2025
Q2 		$327K Buy
10,302
+532
+5% +$16.4K 0.02% 700
2025
Q1 		$312K Sell
9,770
-799
-8% -$26.9K 0.02% 690
2024
Q4 		$363K Buy
10,569
+66
+0.6% +$2.33K 0.02% 627
2024
Q3 		$362K Buy
10,503
+454
+5% +$15.1K 0.02% 619
2024
Q2 		$313K Buy
10,049
+77
+0.8% +$2.42K 0.02% 632
2024
Q1 		$326K Buy
9,972
+40
+0.4% +$1.25K 0.02% 709
2023
Q4 		$320K Sell
9,932
-35
-0.4% -$1.02K 0.06% 334
2023
Q3 		$281K Buy
9,967
+63
+0.6% +$1.85K 0.05% 364
2023
Q2 		$285K Buy
9,904
+1,613
+19% +$45K 0.05% 375
2023
Q1 		$237K Buy
+8,291
New +$248K 0.05% 399

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

PFG Investments's DES Position: Q2 2026 in Review

PFG Investments increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 0.07% in Q2 2026, buying an estimated $231 and bringing the position to 8,379 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #863.

PFG Investments first reported a position in DES in Q1 2023 and has held it in 14 quarters since. The position peaked at $363K in Q4 2024. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • PFG Investments held 8,379 shares of WisdomTree US SmallCap Dividend Fund worth $341K as of Q2 2026.
  • PFG Investments bought 6 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $231.
  • WisdomTree US SmallCap Dividend Fund made up 0.01% of PFG Investments's portfolio in Q2 2026, its #863 holding.
  • PFG Investments first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's WisdomTree US SmallCap Dividend Fund position peaked at $363K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.