WisdomTree SmallCap Dividend Fund shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $467k | 14k | 33.46 |
| 2025-09-30 | $475k | 14k | 33.70 |
| 2025-06-30 | $448k | 14k | 31.73 |
| 2025-03-31 | $448k | 14k | 31.95 |
| 2024-12-31 | $492k | 14k | 34.37 |
| 2024-09-30 | $504k | 15k | 34.46 |
| 2024-06-30 | $474k | 15k | 31.16 |
| 2024-03-31 | $529k | 16k | 32.66 |
| 2023-12-31 | $513k | 16k | 32.15 |
| 2023-09-30 | $479k | 17k | 28.22 |
| 2023-06-30 | $384k | 13k | 28.77 |
| 2023-03-31 | $1.9M | 67k | 28.56 |
| 2022-12-31 | $1.1M | 40k | 28.45 |
| 2022-09-30 | $487k | 19k | 25.72 |
| 2022-06-30 | $467k | 17k | 28.22 |
| 2022-03-31 | $337k | 11k | 31.89 |
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