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WisdomTree SmallCap Dividend Fund shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.1M 37k 28.69
2019-09-30 $1.2M 44k 27.43
2019-06-30 $1.1M 41k 27.05
2019-03-31 $1.1M 40k 27.55
2018-12-31 $1.1M 45k 24.48

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

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