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WisdomTree SmallCap Dividend Fund shares owned by Capstone Triton Financial Group

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

Historical chart of Capstone Triton 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 Triton 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 Triton Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 6.1k 34.49
2021-06-30 $1.5M 47k 31.90
2021-03-31 $1.8M 56k 31.16
2020-12-31 $1.5M 56k 26.60

More positions owned by Capstone Triton Financial Group

Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Alphabet Cap Stk Cl C (GOOG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Costco Wholesale Corporation (COST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Scp Etf (IJR)
Applied Materials (AMAT)
Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Capstone Triton Financial Group

Top funds holding WisdomTree SmallCap Dividend Fund

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

View all funds holding WisdomTree SmallCap Dividend Fund