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WisdomTree SmallCap Dividend Fund shares owned by Ohe Financial

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

Historical chart of Ohe Financial investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Ohe Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 49k 28.20
2023-06-30 $1.4M 48k 28.79
2023-03-31 $1.2M 42k 28.56
2022-12-31 $1.1M 40k 28.44
2022-09-30 $1.4M 54k 25.74
2022-06-30 $1.3M 47k 28.22
2022-03-31 $1.2M 39k 31.87
2021-12-31 $1.1M 32k 32.85
2021-09-30 $968k 31k 30.83

More positions owned by Ohe Financial

Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Vanguard Growth Index Fund Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Total Bond Market Index Fund Etf (BND)
Vanguard Value Etf Etf (VTV)
Vanguard Short-term Bond Etf Etf (BSV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Ishares Msci Eafe Value Etf Etf (EFV)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Apple Stock (AAPL)

View all positions for Ohe Financial

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
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund