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WisdomTree SmallCap Dividend Fund shares owned by Novak Financial Planning

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Novak Financial Planning from 13F filings

Historical chart of Novak Financial Planning investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Novak Financial Planning

Quarter filed Position value Share count Share price at filing
2021-06-30 $267k 8.4k 31.93
2021-03-31 $339k 11k 31.14
2020-12-31 $294k 11k 26.64

More positions owned by Novak Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Novak Financial Planning

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