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WisdomTree SmallCap Dividend Fund shares owned by Adams Chetwood Wealth Management

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

Historical chart of Adams Chetwood Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Adams Chetwood Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $404k 13k 31.87
2021-12-31 $416k 13k 32.85
2021-09-30 $390k 13k 30.79
2021-06-30 $404k 13k 31.90
2021-03-31 $338k 11k 31.15
2020-12-31 $289k 11k 26.64
2020-09-30 $229k 11k 21.11
2020-06-30 $230k 11k 21.20
2020-03-31 $217k 11k 20.00
2019-12-31 $311k 11k 28.67

More positions owned by Adams Chetwood Wealth Management

Dimensional Etf Trust Short Duration F (DFSD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Ishares Tr Msci Intl Qualty (IQLT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Amazon (AMZN)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)

View all positions for Adams Chetwood Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund