WisdomTree SmallCap Dividend Fund shares owned by Sunbelt Securities
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by Sunbelt Securities 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 Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $767k | 24k | 32.68 |
| 2023-12-31 | $777k | 24k | 32.17 |
| 2023-09-30 | $681k | 24k | 28.20 |
| 2023-06-30 | $724k | 25k | 28.79 |
| 2023-03-31 | $706k | 25k | 28.08 |
| 2022-12-31 | $687k | 24k | 28.44 |
| 2022-09-30 | $621k | 24k | 25.74 |
| 2022-06-30 | $681k | 24k | 28.23 |
| 2022-03-31 | $810k | 25k | 32.14 |
| 2021-12-31 | $1.4M | 44k | 31.81 |
| 2021-09-30 | $1.5M | 49k | 30.95 |
| 2021-06-30 | $1.5M | 49k | 30.95 |
| 2021-03-31 | $1.6M | 51k | 31.14 |
| 2020-12-31 | $1.3M | 51k | 26.61 |
| 2020-09-30 | $1.5M | 70k | 21.08 |
| 2020-06-30 | $1.5M | 70k | 21.18 |
| 2020-03-31 | $1.3M | 71k | 18.03 |
| 2019-12-31 | $652k | 91k | 7.17 |
| 2019-09-30 | $2.7M | 97k | 27.37 |
| 2019-06-30 | $2.0M | 75k | 27.11 |
| 2019-03-31 | $2.1M | 77k | 27.54 |
| 2018-12-31 | $2.3M | 78k | 29.70 |
| 2018-09-30 | $2.3M | 78k | 29.70 |
| 2018-06-30 | $2.1M | 69k | 29.65 |
| 2016-12-31 | $94k | 1.1k | 82.72 |
| 2016-06-30 | $137k | 1.9k | 71.66 |
| 2016-03-31 | $130k | 1.9k | 68.74 |
| 2015-12-31 | $122k | 1.9k | 64.93 |
| 2015-09-30 | $118k | 1.9k | 63.00 |
| 2015-06-30 | $130k | 1.9k | 70.44 |
| 2015-03-31 | $133k | 1.8k | 72.06 |
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund