SFG
DES icon

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

Strive 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 		$9.43K Buy
232
+12
+5% +$462 ﹤0.01% 457
2026
Q1 		$8K Hold
220
– – ﹤0.01% 442
2025
Q4 		$7.36K Buy
+220
New +$7.35K ﹤0.01% 423

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

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

Strive Financial Group increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 5.5% in Q2 2026, buying an estimated $462 and bringing the position to 232 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Strive 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.

  • Strive Financial Group held 232 shares of WisdomTree US SmallCap Dividend Fund worth $9.43K as of Q2 2026.
  • Strive Financial Group bought 12 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $462.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of Strive Financial Group's portfolio in Q2 2026, its #457 holding.
  • Strive 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 Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.