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WisdomTree SmallCap Dividend Fund shares owned by United Advisor Group

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 34k 32.68

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
United Parcel Service (UPS)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us lrg cap etf (SCHX)
wisdomtreetrusdivd.. (DGRW)
First Tr Exchange Traded Fd first tr nasdaq (RDVY)
T Rowe Price Etf (TDVG)
J P Morgan Exchange Traded F ultra shrt (JPST)
Fs Kkr Capital Corp (FSK)
WisdomTree LargeCap Dividend Fund (DLN)
Etf Ser Solutions Aptus Collared (ACIO)
WisdomTree MidCap Dividend Fund (DON)
Ares Dynamic Cr Allocation (ARDC)

View all positions for United Advisor Group

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark

View all funds holding WisdomTree SmallCap Dividend Fund