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WisdomTree SmallCap Dividend Fund shares owned by Investment Partners Asset Management

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

Historical chart of Investment Partners Asset Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Investment Partners Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $571k 18k 32.68
2023-12-31 $565k 18k 32.17

More positions owned by Investment Partners Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Rate Preferred (PFFV)
Global X Fds S&p 500 Covered (XYLD)
Alphabet Cap Stk Cl A (GOOGL)
Global X Fds Nasdaq 100 Cover (QYLD)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)
Meta Platforms Cl A (META)
Vaneck Etf Trust Bdc Income Etf (BIZD)
Amazon (AMZN)
International Business Machines (IBM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for Investment Partners Asset Management

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark
CI Private Wealth
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund