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WisdomTree SmallCap Dividend Fund shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $974k 24k 40.68

More positions owned by Action Point Financial Planning

Spdr Series Trust St Str P500etf (SPYM)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Dimensional Etf Trust Us High Prof Etf (DUHP)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Action Point Financial Planning

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Jones Financial Companies, L.L
Wells Fargo & Company
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund