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WisdomTree SmallCap Dividend Fund shares owned by Aviance Capital Partners

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

Historical chart of Aviance Capital 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 Aviance Capital 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 Aviance Capital Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $207k 5.8k 35.94

More positions owned by Aviance Capital Partners

Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Abbvie (ABBV)
Broadcom (AVGO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Lam Research Corp Com New (LRCX)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Amgen (AMGN)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Travelers Companies (TRV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Lockheed Martin Corporation (LMT)

View all positions for Aviance Capital 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