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WisdomTree SmallCap Dividend Fund shares owned by Copper Harbor Investment Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Copper Harbor Investment Advisors from 13F filings

Historical chart of Copper Harbor Investment Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Copper Harbor Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Copper Harbor Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.5M 36k 40.68

More positions owned by Copper Harbor Investment Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Copper Harbor Investment Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

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

View all funds holding WisdomTree SmallCap Dividend Fund