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WisdomTree SmallCap Dividend Fund shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Capital Analysts

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 57k 32.18
2023-09-30 $1.6M 57k 28.20
2023-06-30 $1.7M 61k 28.79
2023-03-31 $1.8M 64k 28.56
2022-12-31 $1.7M 60k 28.45
2022-09-30 $1.6M 62k 25.74
2022-06-30 $1.6M 57k 28.23
2022-03-31 $1.8M 57k 31.87
2021-12-31 $1.8M 55k 32.85
2021-09-30 $1.7M 54k 30.83
2021-06-30 $2.6M 82k 31.88
2021-03-31 $2.7M 85k 31.14
2020-12-31 $2.4M 91k 26.60
2020-09-30 $2.0M 94k 21.08
2020-06-30 $2.1M 100k 21.18
2020-03-31 $1.8M 99k 18.02
2019-12-31 $3.0M 104k 28.68
2019-09-30 $2.8M 103k 27.36
2019-06-30 $2.7M 99k 27.11
2019-03-31 $3.0M 109k 27.54
2018-12-31 $2.7M 111k 24.53
2018-09-30 $3.3M 110k 29.71
2018-06-30 $3.4M 114k 29.65
2018-03-31 $3.1M 113k 27.40
2017-12-31 $478k 6.9k 68.93
2017-09-30 $3.1M 36k 84.04
2017-06-30 $2.8M 35k 80.48
2017-03-31 $2.6M 32k 80.62
2016-12-31 $2.6M 32k 82.71
2016-09-30 $2.3M 30k 75.21
2016-06-30 $1.9M 26k 71.66
2016-03-31 $1.5M 22k 68.72
2015-12-31 $1.3M 21k 64.93
2015-09-30 $1.3M 20k 63.00
2015-06-30 $1.4M 20k 70.44
2015-03-31 $1.8M 25k 72.08
2014-12-31 $1.7M 24k 70.92
2014-09-30 $1.5M 23k 64.94
2014-06-30 $1.5M 21k 70.03
2014-03-31 $1.3M 19k 68.26
2013-12-31 $1.3M 20k 67.79
2013-09-30 $1.2M 19k 62.63
2013-06-30 $1.1M 20k 58.35
2013-03-31 $883k 16k 57.06
2012-12-31 $634k 12k 50.95

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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund