WisdomTree SmallCap Dividend Fund shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $462k | 13k | 34.49 |
| 2024-06-30 | $415k | 13k | 31.15 |
| 2024-03-31 | $433k | 13k | 32.68 |
| 2023-12-31 | $452k | 14k | 32.17 |
| 2023-09-30 | $399k | 14k | 28.20 |
| 2023-06-30 | $524k | 18k | 28.79 |
| 2023-03-31 | $530k | 19k | 28.56 |
| 2022-12-31 | $613k | 22k | 28.44 |
| 2022-09-30 | $563k | 22k | 25.72 |
| 2022-06-30 | $635k | 23k | 28.22 |
| 2021-12-31 | $747k | 23k | 32.87 |
| 2021-03-31 | $726k | 23k | 31.87 |
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