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WisdomTree SmallCap Dividend Fund shares owned by CBIZ Investment Advisory Services

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

Historical chart of CBIZ Investment Advisory Services investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $30k 891 33.45

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers
YCMNET Advisors
Cetera Investment Advisers

View all funds holding WisdomTree SmallCap Dividend Fund