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Wisdomtree Us Smallcap Dividen mf shares owned by Treasure Coast Financial Planning

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Treasure Coast Financial Planning from 13F filings

Historical chart of Treasure Coast Financial Planning 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 Treasure Coast Financial Planning 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 Treasure Coast Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $203k 4.1k 49.64
2023-12-31 $224k 4.7k 47.44
2023-09-30 $205k 5.0k 41.19
2023-06-30 $249k 5.9k 42.43
2023-03-31 $244k 5.9k 41.57
2022-12-31 $261k 6.5k 40.25

More positions owned by Treasure Coast Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Active Bd Etf (BOND)
Franklin Templeton Etf Tr Ftse Europe (FLEE)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Spdr Ser Tr Portfli Tips Etf (SPIP)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Ssga Active Tr Spdr Dbleln Emrg (EMTL)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
First Tr Value Line Divid In SHS (FVD)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)

View all positions for Treasure Coast Financial Planning

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