WisdomTree SmallCap Dividend Fund shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 19k | 33.68 |
| 2025-06-30 | $592k | 19k | 31.76 |
| 2025-03-31 | $1.0M | 33k | 31.96 |
| 2024-12-31 | $648k | 19k | 34.35 |
| 2024-09-30 | $1.2M | 34k | 34.49 |
| 2024-06-30 | $693k | 22k | 31.15 |
| 2024-03-31 | $779k | 24k | 32.68 |
| 2023-12-31 | $1.3M | 39k | 32.17 |
| 2023-09-30 | $1.2M | 41k | 28.20 |
| 2023-06-30 | $1.2M | 43k | 28.79 |
| 2023-03-31 | $1.2M | 42k | 28.56 |
| 2022-12-31 | $1.2M | 43k | 28.44 |
| 2022-09-30 | $791k | 31k | 25.87 |
| 2022-06-30 | $1.4M | 49k | 28.18 |
| 2022-03-31 | $1.8M | 58k | 31.86 |
| 2021-12-31 | $1.3M | 38k | 32.87 |
| 2021-09-30 | $1.1M | 36k | 30.83 |
| 2021-06-30 | $1.2M | 38k | 31.88 |
| 2021-03-31 | $1.1M | 35k | 31.09 |
| 2020-12-31 | $948k | 36k | 26.67 |
| 2020-09-30 | $916k | 43k | 21.09 |
| 2020-06-30 | $1.2M | 57k | 21.11 |
| 2020-03-31 | $1.4M | 80k | 17.99 |
| 2019-12-31 | $1.5M | 53k | 28.74 |
| 2019-09-30 | $1.3M | 48k | 27.36 |
| 2019-06-30 | $1.4M | 50k | 27.16 |
| 2019-03-31 | $1.2M | 42k | 27.50 |
| 2018-12-31 | $962k | 39k | 24.46 |
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