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WisdomTree SmallCap Dividend Fund shares owned by Better Money Decisions

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Better Money Decisions from 13F filings

Historical chart of Better Money Decisions investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Better Money Decisions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Better Money Decisions

Quarter filed Position value Share count Share price at filing
2025-06-30 $306k 9.6k 31.76
2025-03-31 $306k 9.6k 31.96
2024-12-31 $314k 9.1k 34.35
2022-12-31 $215k 7.6k 28.44
2022-06-30 $199k 7.0k 28.29
2022-03-31 $224k 7.0k 31.84
2021-12-31 $231k 7.0k 32.83
2021-09-30 $142k 4.6k 30.87
2021-06-30 $121k 3.8k 31.84

More positions owned by Better Money Decisions

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Portfolio Agrgte (SPAB)
Vanguard Index Fds Small Cp Etf (VB)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Ishares Tr Esg Select Scre (XVV)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Better Money Decisions

Top funds holding WisdomTree SmallCap Dividend Fund

UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth
Commonwealth Equity Services

View all funds holding WisdomTree SmallCap Dividend Fund