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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
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 Ratetreasry Etf Etf (USFR)
Spdr S&p 500 Etf Etf (SPY)
Ishares Treasury Floating Rate B Etf Etf (TFLO)
Vanguard Index Fds Total Stk Mkt Etf Etf (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Intl Equity Index Fds Tt Wrld St Etf Etf (VT)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Vanguard Index Fds Vanguard Value Etf Etf (VTV)
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Russell 2000 Etf Etf (IWM)
Spdr Ssga Ultra Short Term Bond Etf Etf (ULST)
Spdr Portfolio S P 1500 Cmpst St Etf Etf (SPTM)
Ishares Msci Emerging Markets Etf Etf (EEM)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for BIP Wealth

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund