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WisdomTree SmallCap Dividend Fund shares owned by Aptus Capital Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Aptus Capital Advisors from 13F filings

Historical chart of Aptus Capital Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Aptus Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Aptus Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $675k 20k 33.45
2025-09-30 $18k 522 33.68
2025-06-30 $17k 519 31.76
2025-03-31 $17k 516 31.93
2024-12-31 $5.8k 170 34.38
2024-09-30 $5.9k 170 34.49

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View all positions for Aptus Capital Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

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

View all funds holding WisdomTree SmallCap Dividend Fund