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WisdomTree SmallCap Dividend Fund shares owned by Bank of New York Mellon

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Bank of New York Mellon from 13F filings

Historical chart of Bank of New York Mellon investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Bank of New York Mellon consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Bank of New York Mellon

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 72k 34.49
2024-06-30 $1.7M 56k 31.15
2024-03-31 $1.1M 34k 32.68
2023-12-31 $276k 8.6k 32.17
2018-09-30 $221k 7.4k 29.73

More positions owned by Bank of New York Mellon

Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Inc-class A Cl A (META)
Ishares Core S&p 500 Etf Core (IVV)
Alphabet Cap (GOOGL)
Alphabet Inc-cl C Cap (GOOG)
Broadcom (AVGO)
Berkshire Hathaway Inc-cl B CL B (BRK.B)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Mastercard Inc - A Cl A (MA)
UnitedHealth (UNH)
Exxon Mobil Corporation (XOM)

View all positions for Bank of New York Mellon

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund