WisdomTree SmallCap Dividend Fund shares owned by Personal Cfo Solutions
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Personal Cfo Solutions
from 13F filings
Historical chart of Personal Cfo Solutions investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Personal Cfo Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $338k | 12k | 28.20 |
| 2023-06-30 | $311k | 11k | 28.79 |
| 2023-03-31 | $280k | 9.8k | 28.56 |
| 2022-06-30 | $262k | 9.3k | 28.20 |
| 2022-03-31 | $328k | 10k | 31.88 |
| 2021-12-31 | $366k | 11k | 32.82 |
| 2021-09-30 | $378k | 12k | 30.85 |
| 2021-06-30 | $391k | 12k | 31.91 |
| 2021-03-31 | $413k | 13k | 31.17 |
| 2020-12-31 | $371k | 14k | 26.58 |
| 2020-09-30 | $0 | 14k | 0.00 |
| 2020-06-30 | $296k | 14k | 21.22 |
| 2020-03-31 | $266k | 15k | 18.03 |
| 2019-12-31 | $509k | 18k | 28.67 |
| 2019-09-30 | $357k | 13k | 27.35 |
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