WisdomTree SmallCap Dividend Fund shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by Orion Portfolio Solutions 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 Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 82k | 32.68 |
| 2023-12-31 | $2.8M | 87k | 31.61 |
| 2023-09-30 | $2.8M | 101k | 28.20 |
| 2023-06-30 | $5.4M | 86k | 62.57 |
| 2023-03-31 | $2.4M | 86k | 28.56 |
| 2022-12-31 | $431k | 15k | 28.44 |
| 2022-09-30 | $223k | 8.7k | 25.74 |
| 2022-06-30 | $245k | 8.7k | 28.27 |
| 2022-03-31 | $245k | 7.7k | 31.83 |
| 2021-06-30 | $216k | 6.8k | 31.93 |
| 2021-03-31 | $235k | 7.5k | 31.14 |
| 2020-12-31 | $318k | 12k | 26.60 |
| 2020-09-30 | $262k | 12k | 21.07 |
| 2020-06-30 | $110k | 6.1k | 17.95 |
| 2020-03-31 | $110k | 6.1k | 17.95 |
| 2019-12-31 | $199k | 6.9k | 28.72 |
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund