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WisdomTree SmallCap Dividend Fund shares owned by Collar Capital Management

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

Historical chart of Collar Capital Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Collar Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Collar Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $548k 16k 33.68
2025-06-30 $508k 16k 31.76

More positions owned by Collar Capital Management

Strategy Cl A New (MSTR)
Tesla Motors (TSLA)
Micron Technology (MU)
Coinbase Global Com Cl A (COIN)
Apple (AAPL)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Citigroup Com New (C)
NVIDIA Corporation (NVDA)
Lincoln National Corporation (LNC)
Intel Corporation (INTC)
salesforce (CRM)
Vornado Rlty Tr Sh Ben Int (VNO)
Western Digital (WDC)

View all positions for Collar Capital Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund