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WisdomTree SmallCap Dividend Fund shares owned by Chicago Partners Investment

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Chicago Partners Investment from 13F filings

Historical chart of Chicago Partners Investment investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Chicago Partners Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $548k 17k 31.61
2023-12-31 $598k 19k 31.08
2023-09-30 $629k 24k 26.78
2023-06-30 $717k 24k 30.33
2023-03-31 $661k 24k 28.13
2022-12-31 $804k 25k 31.79
2022-09-30 $718k 25k 29.25
2022-06-30 $771k 25k 30.33
2022-03-31 $743k 25k 29.58
2021-12-31 $779k 25k 31.42
2021-09-30 $598k 18k 33.79
2021-06-30 $607k 19k 31.25
2021-03-31 $624k 19k 32.10
2020-12-31 $562k 20k 28.27
2020-09-30 $442k 20k 22.64
2020-06-30 $949k 44k 21.58
2020-03-31 $859k 46k 18.83
2019-12-31 $1.7M 59k 28.87
2019-09-30 $1.6M 57k 27.67
2019-06-30 $1.4M 53k 26.68
2019-03-31 $1.5M 54k 28.29
2018-12-31 $1.4M 53k 26.48
2018-09-30 $824k 31k 26.94
2018-06-30 $581k 20k 29.63
2018-03-31 $522k 19k 27.38
2017-12-31 $541k 19k 29.07
2017-09-30 $445k 5.3k 83.96
2017-06-30 $237k 3.0k 80.38
2017-03-31 $153k 1.9k 80.53
2016-12-31 $74k 900 82.22
2016-09-30 $58k 773 75.03
2016-06-30 $55k 773 71.15
2016-03-31 $53k 773 68.56
2015-12-31 $50k 773 64.68
2015-09-30 $49k 773 63.39
2015-06-30 $109k 1.6k 69.86
2015-03-31 $56k 786 71.25
2014-12-31 $55k 773 71.15

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding WisdomTree SmallCap Dividend Fund

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Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark

View all funds holding WisdomTree SmallCap Dividend Fund