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WisdomTree SmallCap Dividend Fund shares owned by Abundance Wealth Counselors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Abundance Wealth Counselors from 13F filings

Historical chart of Abundance Wealth Counselors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Abundance Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Abundance Wealth Counselors

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 15k 33.68
2025-06-30 $462k 15k 31.73
2025-03-31 $466k 15k 31.95
2024-12-31 $480k 14k 34.33
2024-09-30 $484k 14k 34.51
2024-06-30 $363k 12k 31.11
2024-03-31 $267k 8.2k 32.70

More positions owned by Abundance Wealth Counselors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Msci Acwi Ex Us (ACWX)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Purecycle Technologies (PCT)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Ea Series Trust Tbg Dividend Foc (TBG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Abundance Wealth Counselors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund