WisdomTree SmallCap Dividend Fund shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Bristlecone Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $211k | 6.3k | 33.68 |
| 2025-06-30 | $608k | 19k | 31.76 |
| 2025-03-31 | $747k | 23k | 31.96 |
| 2024-12-31 | $799k | 23k | 34.35 |
| 2024-09-30 | $817k | 24k | 34.49 |
| 2024-06-30 | $771k | 25k | 31.15 |
| 2024-03-31 | $795k | 24k | 32.68 |
| 2023-12-31 | $977k | 30k | 32.17 |
| 2023-09-30 | $856k | 30k | 28.20 |
| 2023-06-30 | $863k | 30k | 28.79 |
| 2023-03-31 | $826k | 29k | 28.56 |
| 2022-12-31 | $786k | 28k | 28.44 |
| 2022-09-30 | $660k | 26k | 25.76 |
| 2022-06-30 | $712k | 25k | 28.22 |
| 2022-03-31 | $316k | 9.9k | 31.91 |
| 2021-12-31 | $302k | 9.2k | 32.82 |
| 2021-09-30 | $262k | 8.5k | 30.86 |
| 2021-06-30 | $272k | 8.5k | 31.92 |
| 2020-09-30 | $126k | 6.0k | 21.04 |
| 2020-03-31 | $437k | 24k | 18.03 |
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