Wisdomtree Us Smallcap Dividen mf shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Wisdomtree Us Smallcap Dividen mf
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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 27k | 47.44 |
| 2023-09-30 | $1.2M | 29k | 41.19 |
| 2023-06-30 | $1.3M | 31k | 42.43 |
| 2023-03-31 | $1.2M | 28k | 41.57 |
| 2022-12-31 | $969k | 24k | 40.21 |
| 2022-09-30 | $736k | 21k | 35.96 |
| 2022-06-30 | $754k | 19k | 39.71 |
| 2021-12-31 | $617k | 13k | 47.58 |
| 2021-03-31 | $676k | 15k | 44.60 |
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