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WisdomTree SmallCap Dividend Fund shares owned by Capstone Financial Group

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Capstone Financial Group from 13F filings

Historical chart of Capstone Financial Group investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Capstone Financial Group

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.3M 57k 22.05
2020-06-30 $1.3M 62k 20.66
2020-03-31 $1.1M 60k 18.02
2019-12-31 $344k 12k 28.69

More positions owned by Capstone Financial Group

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Microsoft Corp Stock (MSFT)
Mongodb Inc Cl A Stock (MDB)
Vaneck Vectors Fallen Angel High Yield Bond Etf Etf (ANGL)
Abbott Labs Stock (ABT)
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Walmart Stock (WMT)
Verizon Communications Stock (VZ)
Vanguard Mega Cap Growth Etf Etf (MGK)
Intel Corp Stock (INTC)
Zillow Group Inc Cl C Cap Stk Stock (Z)

View all positions for Capstone Financial Group

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
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
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund