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WisdomTree SmallCap Dividend Fund shares owned by Sebold Capital Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Sebold Capital Management from 13F filings

Historical chart of Sebold Capital Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sebold Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $380k 12k 32.68
2023-12-31 $374k 12k 32.17
2023-09-30 $397k 14k 28.20
2023-06-30 $400k 14k 28.79
2023-03-31 $397k 14k 28.56
2022-12-31 $409k 14k 28.44

More positions owned by Sebold Capital Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Sebold Capital Management

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
Assetmark
CI Private Wealth
Raymond James & Associates
Kestra Advisory Services
United Capital Financial Advisers
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund