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WisdomTree SmallCap Dividend Fund shares owned by Avail Investment Partners

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Avail Investment Partners from 13F filings

Historical chart of Avail Investment Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Avail Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Avail Investment Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $499k 14k 35.91

More positions owned by Avail Investment Partners

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Acwi Ex Us (ACWX)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr National Mun Etf (MUB)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
United Parcel Service CL B (UPS)
Ishares Tr Ibonds Dec 27 (IBMP)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)

View all positions for Avail Investment Partners

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
Wells Fargo & Company
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund