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WisdomTree SmallCap Dividend Fund shares owned by BIP Wealth

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by BIP Wealth from 13F filings

Historical chart of BIP Wealth investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by BIP Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 234k 33.68
2025-06-30 $8.0M 251k 31.76
2025-03-31 $7.8M 245k 31.96
2024-12-31 $7.7M 224k 34.35
2024-09-30 $7.6M 219k 34.49
2024-06-30 $6.3M 201k 31.15
2024-03-31 $7.1M 219k 32.68
2023-12-31 $7.2M 223k 32.17
2023-09-30 $6.1M 218k 28.20
2023-06-30 $7.2M 250k 28.79
2023-03-31 $7.2M 249k 28.70

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
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

View all funds holding WisdomTree SmallCap Dividend Fund