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WisdomTree SmallCap Dividend Fund shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-09-30 $909k 26k 34.49
2024-06-30 $830k 27k 31.15
2024-03-31 $911k 28k 32.68
2023-09-30 $896k 32k 28.20
2013-09-30 $770k 12k 62.69

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Val Etf (IWD)
Broadcom (AVGO)

View all positions for Brian McDonald

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund