WisdomTree SmallCap Dividend Fund shares owned by Burns Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 11k | 33.68 |
| 2025-06-30 | $350k | 11k | 31.76 |
| 2025-03-31 | $362k | 11k | 31.96 |
| 2024-12-31 | $399k | 12k | 34.35 |
| 2024-09-30 | $483k | 14k | 34.49 |
| 2024-06-30 | $435k | 14k | 31.15 |
| 2024-03-31 | $461k | 14k | 32.68 |
| 2023-09-30 | $369k | 13k | 28.20 |
| 2023-06-30 | $582k | 20k | 28.79 |
| 2022-03-31 | $213k | 6.7k | 31.83 |
| 2021-12-31 | $222k | 6.8k | 32.88 |
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