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WisdomTree SmallCap Dividend Fund shares owned by Capital Investment Counsel

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

Historical chart of Capital Investment Counsel 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 Investment Counsel 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 Investment Counsel

Quarter filed Position value Share count Share price at filing
2024-06-30 $486k 16k 31.15
2024-03-31 $8.3M 254k 32.68
2023-12-31 $5.5M 170k 32.17

More positions owned by Capital Investment Counsel

Broadcom (AVGO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishares Semicdtr (SOXX)
Chevron Corporation (CVX)
Molson Coors Beverage CL B (TAP)
Thomson Reuters Corp. (TRI)
Ares Management Corporation Cl A Com Stk (ARES)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Abbvie (ABBV)

View all positions for Capital Investment Counsel

Top funds holding WisdomTree SmallCap Dividend Fund

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

View all funds holding WisdomTree SmallCap Dividend Fund