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WisdomTree SmallCap Dividend Fund shares owned by Brady Family Wealth

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

Historical chart of Brady Family 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 Brady Family 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 Brady Family Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $323k 10k 32.17
2023-09-30 $283k 10k 28.20
2023-06-30 $287k 10k 28.79
2023-03-31 $284k 9.9k 28.56
2022-12-31 $287k 10k 28.44

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Accenture Plc Ireland Shs Class A (ACN)
Stryker Corporation (SYK)
Abbott Laboratories (ABT)
Visa Com Cl A (V)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Broadridge Financial Solutions (BR)
Texas Instruments Incorporated (TXN)
Cisco Systems (CSCO)
Chubb (CB)

View all positions for Brady Family 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