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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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Burns 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 Burns Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
UnitedHealth (UNH)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Burns Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Raymond James Financial
Wells Fargo & Company
Royal Bank of Canada
Ameriprise Financial
Keybank National Association
Envestnet Asset Management
Huntington National Bank
Mercer Global Advisors
Raymond James Financial Services Advisors

View all funds holding WisdomTree SmallCap Dividend Fund