WisdomTree SmallCap Dividend Fund shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in WisdomTree SmallCap Dividend Fund by Rockbridge Investment Management, LCC
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $145k | 4.5k | 32.17 |
2021-12-31 | $261k | 8.0k | 32.82 |
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