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WisdomTree SmallCap Dividend Fund shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 8.6k 34.39
2024-06-30 $279k 8.5k 32.89
2024-03-31 $276k 8.9k 30.82

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Bright Futures Wealth Management

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