WisdomTree SmallCap Dividend Fund shares owned by 180 Wealth Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by 180 Wealth Advisors
from 13F filings
Historical chart of 180 Wealth Advisors investment in WisdomTree SmallCap Dividend Fund
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All positions including WisdomTree SmallCap Dividend Fund held by 180 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree SmallCap Dividend Fund by 180 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 58k | 33.68 |
| 2025-06-30 | $1.8M | 58k | 31.76 |
| 2025-03-31 | $1.9M | 58k | 31.96 |
| 2024-12-31 | $2.0M | 58k | 34.35 |
| 2024-09-30 | $1.9M | 56k | 34.49 |
| 2024-06-30 | $1.8M | 56k | 32.06 |
| 2024-03-31 | $1.8M | 56k | 32.68 |
| 2023-12-31 | $1.8M | 56k | 32.23 |
| 2023-09-30 | $1.6M | 57k | 28.20 |
| 2023-06-30 | $1.7M | 58k | 29.02 |
| 2023-03-31 | $1.6M | 58k | 28.56 |
| 2022-12-31 | $1.8M | 58k | 30.51 |
| 2022-09-30 | $1.5M | 57k | 25.73 |
| 2022-06-30 | $1.6M | 55k | 28.58 |
| 2022-03-31 | $1.8M | 55k | 31.86 |
| 2021-12-31 | $1.7M | 55k | 31.26 |
| 2021-09-30 | $1.7M | 54k | 31.84 |
| 2021-06-30 | $1.7M | 53k | 31.92 |
| 2021-03-31 | $1.7M | 53k | 32.68 |
| 2020-12-31 | $1.5M | 54k | 28.24 |
| 2020-09-30 | $1.2M | 53k | 22.60 |
| 2020-03-31 | $396k | 23k | 17.05 |
| 2019-12-31 | $291k | 10k | 28.54 |
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