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Wisdomtree Us Smallcap Dividen mf shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 4.7k 49.64
2023-12-31 $224k 4.7k 47.44

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

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