SC&H Financial Advisors »

WisdomTree SmallCap Dividend Fund shares owned by SC&H Financial Advisors

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

Historical chart of SC&H Financial Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by SC&H Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 45k 32.68
2023-12-31 $1.5M 45k 32.17
2023-09-30 $1.8M 63k 28.20
2023-06-30 $1.8M 63k 28.79
2023-03-31 $1.8M 63k 28.56
2022-12-31 $1.8M 63k 28.44
2022-09-30 $1.7M 66k 25.73
2022-06-30 $1.9M 66k 28.22
2022-03-31 $2.1M 66k 31.87
2021-12-31 $2.2M 66k 32.86

More positions owned by SC&H Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Etf (DFUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Short Duration F (DFSD)
Microsoft Corporation (MSFT)

View all positions for SC&H Financial Advisors

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