RFG Advisory’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

RFG Advisory’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	$239K	Buy	+5,863	New	+$226K	﹤0.01%	1018

Other funds holding DES

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RFG Advisory's DES Position: Q2 2026 in Review

RFG Advisory opened a new position in WisdomTree US SmallCap Dividend Fund (DES) in Q2 2026: 5,863 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings.

58 funds tracked by Wall St. Rank hold DES as of Q2 2026.

RFG Advisory held 5,863 shares of WisdomTree US SmallCap Dividend Fund worth $239K as of Q2 2026.
WisdomTree US SmallCap Dividend Fund was a new RFG Advisory position in Q2 2026.
WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1018 holding.
58 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.