Wisdomtree Us Smallcap Dividen mf shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wisdomtree Us Smallcap Dividen mf
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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $11k | 225 | 47.44 |
| 2023-09-30 | $9.3k | 225 | 41.19 |
| 2023-06-30 | $9.5k | 225 | 42.43 |
| 2023-03-31 | $9.4k | 225 | 41.57 |
| 2022-12-31 | $9.0k | 225 | 40.21 |
| 2022-09-30 | $8.0k | 225 | 35.56 |
| 2022-06-30 | $9.0k | 225 | 40.00 |
| 2022-03-31 | $10k | 225 | 44.44 |
| 2021-12-31 | $10k | 225 | 44.44 |
| 2021-09-30 | $11k | 250 | 44.00 |
| 2021-06-30 | $11k | 250 | 44.00 |
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