WisdomTree SmallCap Dividend Fund shares owned by Berger Financial Group
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 7.9k | 33.68 |
| 2025-06-30 | $250k | 7.9k | 31.76 |
| 2025-03-31 | $252k | 7.9k | 31.96 |
| 2024-12-31 | $271k | 7.9k | 34.35 |
| 2024-09-30 | $272k | 7.9k | 34.49 |
| 2024-03-31 | $264k | 8.1k | 32.68 |
| 2023-12-31 | $259k | 8.1k | 32.17 |
| 2023-09-30 | $227k | 8.1k | 28.20 |
| 2023-06-30 | $232k | 8.1k | 28.79 |
| 2023-03-31 | $230k | 8.1k | 28.56 |
| 2022-12-31 | $240k | 8.4k | 28.44 |
| 2022-09-30 | $217k | 8.4k | 25.76 |
| 2022-06-30 | $260k | 9.2k | 28.18 |
| 2022-03-31 | $307k | 9.6k | 31.83 |
| 2021-12-31 | $317k | 9.6k | 32.87 |
| 2021-09-30 | $297k | 9.6k | 30.80 |
| 2021-06-30 | $285k | 8.9k | 31.88 |
| 2021-03-31 | $299k | 9.6k | 31.17 |
| 2020-12-31 | $2.0M | 77k | 26.60 |
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund