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WisdomTree SmallCap Dividend Fund shares owned by Truepoint

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

Historical chart of Truepoint investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Truepoint

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 65k 32.17
2023-09-30 $1.8M 65k 28.20
2023-06-30 $1.9M 65k 28.79
2023-03-31 $1.9M 65k 28.56
2022-12-31 $2.7M 95k 28.44
2022-09-30 $2.5M 96k 25.74
2022-06-30 $2.7M 96k 28.22
2022-03-31 $2.6M 81k 31.86
2021-12-31 $2.7M 81k 32.86
2021-09-30 $2.5M 81k 30.83
2021-06-30 $2.6M 81k 31.89
2021-03-31 $2.5M 81k 31.15
2020-12-31 $2.2M 81k 26.60
2020-09-30 $1.7M 81k 21.09
2020-06-30 $1.7M 80k 21.18