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WisdomTree SmallCap Dividend Fund shares owned by Colorado Capital Management

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

Historical chart of Colorado 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 Colorado 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 Colorado Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $276k 8.4k 32.70
2023-12-31 $279k 8.7k 32.19
2023-09-30 $248k 8.8k 28.16
2023-06-30 $290k 10k 28.76
2023-03-31 $284k 9.9k 28.58
2022-12-31 $345k 12k 28.36
2022-09-30 $313k 12k 25.73
2022-06-30 $343k 12k 28.19
2022-03-31 $393k 12k 31.81
2021-12-31 $408k 12k 33.03
2021-09-30 $387k 13k 30.82
2021-06-30 $400k 13k 31.85
2021-03-31 $396k 13k 31.15
2020-12-31 $392k 15k 26.61
2020-09-30 $306k 15k 21.07
2020-06-30 $307k 15k 21.13
2020-03-31 $261k 15k 17.97
2019-12-31 $341k 12k 28.70
2019-09-30 $325k 12k 27.35
2019-06-30 $322k 12k 27.10
2019-03-31 $319k 12k 27.52
2018-12-31 $284k 12k 24.53
2018-09-30 $421k 14k 29.66
2018-06-30 $458k 15k 29.67
2018-03-31 $420k 15k 27.42
2017-12-31 $445k 15k 29.05
2017-09-30 $443k 5.3k 83.92
2017-06-30 $424k 5.3k 80.32
2017-03-31 $395k 4.9k 80.66
2016-12-31 $384k 4.6k 82.65
2016-09-30 $380k 5.1k 75.23
2016-06-30 $361k 5.1k 71.47
2016-03-31 $347k 5.1k 68.70
2015-12-31 $378k 5.8k 64.86

More positions owned by Colorado Capital Management

Dimensional Etf Trust Us Mktwide Val (DFUV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Dbx Etf Tr Xtrckr Msci Us (USSG)
Claymore Exchange Trd Fd Tr Gugg S&p Gbl Wtr
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Colorado Capital Management

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund