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WisdomTree SmallCap Dividend Fund shares owned by Whitnell & Co.

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Whitnell & Co. from 13F filings

Historical chart of Whitnell & Co. investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Whitnell & Co.

Quarter filed Position value Share count Share price at filing
2013-03-31 $1.2M 20k 57.06
2012-12-31 $1.0M 20k 50.96

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Schwab Strategic Tr us reit etf (SCHH)
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Fiserv (FI)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf (SPY)
iShares MSCI EAFE Index Fund (EFA)
Berkshire Hathaway (BRK.B)
Vanguard Europe Pacific ETF (VEA)
McDonald's Corporation (MCD)
Procter & Gamble Company (PG)
Walt Disney Company (DIS)
Intel Corporation (INTC)
iShares Russell Midcap Growth Idx. (IWP)

View all positions for Whitnell & Co.

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
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund