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WisdomTree SmallCap Dividend Fund shares owned by Asset Planning

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

Historical chart of Asset 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 Asset 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 Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 1.1k 33.68
2025-06-30 $33k 1.1k 31.76
2025-03-31 $34k 1.1k 31.96
2024-12-31 $36k 1.1k 34.35

More positions owned by Asset Planning

Amazon.Com Amzn (AMZN)
Transdigm Group TDG (TDG)
Eli Lilly & Co Lly (LLY)
Apple Computer Aapl (AAPL)
Allstate Corp. All (ALL)
Costco Wholesale Corp - Cost (COST)
NVIDIA Corp Nvda (NVDA)
Mc Donalds Corp MCD (MCD)
Welltower Well (WELL)
Altria Group Mo (MO)
Netflix NFLX (NFLX)
Microsoft Corp MSFT (MSFT)
Verizon Communications VZ (VZ)
Realty Income Corp O (O)
Edwards Lifesciences Cp Ew (EW)

View all positions for Asset Planning

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