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Wisdomtree Us Smallcap Dividen mf shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners 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 Precedent Wealth Partners 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 30k 49.64
2023-12-31 $1.4M 29k 47.44

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

Top funds holding Wisdomtree Us Smallcap Dividen mf

Private Wealth Strategies
Hennion & Walsh Asset Management
UBS Group
Venturi Wealth Management
Team Financial Group
Linscomb & Williams
Raymond James & Associates
Commonwealth Equity Services
Lvm Capital Management
Advisor Group Holdings
Bank of America Corporation
CWM
Klr Investment Advisors
Precedent Wealth Partners
Camden Capital

View all funds holding Wisdomtree Us Smallcap Dividen mf