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WisdomTree SmallCap Dividend Fund shares owned by HPM Partners

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

Historical chart of HPM Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by HPM Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 87k 32.68
2023-12-31 $3.0M 92k 32.19
2023-09-30 $2.4M 86k 28.20
2023-06-30 $2.7M 93k 28.79
2023-03-31 $2.6M 96k 27.19
2022-12-31 $2.8M 99k 28.44
2022-09-30 $2.5M 96k 25.73
2022-06-30 $3.0M 108k 28.23

More positions owned by HPM Partners

Vanguard Index Fds Stock (VOO)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equities (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Nvidia Corporation Stock (NVDA)
Vanguard Tax-managed Fds Equities (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Credit Accep Corp Mich Stock (CACC)
Eli Lilly & Co Equities (LLY)
Alphabet Equities (GOOGL)
Ishares Tr Stock (QUAL)
Alphabet Equities (GOOG)

View all positions for HPM Partners

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