WisdomTree SmallCap Dividend Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 40k | 32.68 |
| 2023-12-31 | $1.2M | 38k | 32.17 |
| 2023-09-30 | $1.1M | 38k | 28.20 |
| 2023-06-30 | $1.1M | 38k | 28.79 |
| 2023-03-31 | $1.1M | 38k | 28.56 |
| 2022-12-31 | $1.0M | 36k | 28.44 |
| 2022-09-30 | $958k | 37k | 25.74 |
| 2022-06-30 | $653k | 23k | 28.23 |
| 2022-03-31 | $515k | 16k | 31.90 |
| 2021-12-31 | $747k | 23k | 32.86 |
| 2021-09-30 | $699k | 23k | 30.82 |
| 2021-06-30 | $736k | 23k | 31.91 |
| 2021-03-31 | $889k | 29k | 31.14 |
| 2020-12-31 | $747k | 28k | 26.64 |
| 2020-09-30 | $423k | 20k | 21.26 |
| 2020-06-30 | $695k | 33k | 20.80 |
| 2020-03-31 | $1.1M | 67k | 16.86 |
| 2019-12-31 | $2.2M | 78k | 28.51 |
| 2019-09-30 | $2.1M | 78k | 27.37 |
| 2019-06-30 | $2.2M | 82k | 27.11 |
| 2019-03-31 | $2.3M | 82k | 27.55 |
| 2018-12-31 | $376k | 15k | 24.55 |
| 2018-09-30 | $432k | 15k | 29.71 |
| 2018-06-30 | $431k | 15k | 29.64 |
| 2018-03-31 | $387k | 14k | 26.85 |
| 2017-12-31 | $487k | 17k | 29.04 |
| 2017-09-30 | $461k | 17k | 27.29 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund