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Wisdomtree Us Smallcap Dividen mf shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2024-03-31 $302k 6.1k 49.64
2023-12-31 $262k 5.5k 47.44
2023-09-30 $222k 5.4k 41.19
2023-06-30 $227k 5.4k 42.43
2023-03-31 $219k 5.3k 41.57
2022-06-30 $167k 4.2k 39.60
2022-03-31 $102k 2.3k 44.58
2021-12-31 $83k 1.7k 47.70
2021-09-30 $74k 1.7k 44.28
2021-06-30 $64k 1.4k 46.34
2021-03-31 $84k 1.8k 45.98
2020-12-31 $97k 2.5k 39.58
2020-09-30 $7.0k 2.2k 3.19
2020-06-30 $44k 1.5k 30.12
2020-03-31 $9.0k 343 26.24
2019-12-31 $10k 252 39.68
2019-09-30 $9.0k 251 35.86
2018-03-31 $8.0k 250 32.00