WisdomTree SmallCap Dividend Fund shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 37k | 32.17 |
| 2023-09-30 | $1.0M | 36k | 28.20 |
| 2023-06-30 | $1.0M | 36k | 28.79 |
| 2023-03-31 | $1.1M | 40k | 28.56 |
| 2022-12-31 | $1.2M | 41k | 28.44 |
| 2022-09-30 | $1.1M | 43k | 25.74 |
| 2022-06-30 | $1.2M | 44k | 28.22 |
| 2022-03-31 | $1.5M | 48k | 31.86 |
| 2021-12-31 | $1.7M | 51k | 32.86 |
| 2021-09-30 | $1.8M | 58k | 30.83 |
| 2021-06-30 | $2.2M | 70k | 31.89 |
| 2021-03-31 | $1.4M | 66k | 21.17 |
| 2020-12-31 | $2.2M | 82k | 26.60 |
| 2020-09-30 | $2.4M | 112k | 21.08 |
| 2020-06-30 | $2.8M | 135k | 21.18 |
| 2020-03-31 | $2.8M | 156k | 18.02 |
| 2019-12-31 | $17M | 583k | 28.68 |
| 2019-09-30 | $16M | 596k | 27.37 |
| 2019-06-30 | $16M | 594k | 27.11 |
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