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WisdomTree SmallCap Dividend Fund shares owned by Costello Asset Management

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

Historical chart of Costello Asset 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 Costello Asset 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 Costello Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.0k 116 34.21
2024-09-30 $4.0k 115 34.39

More positions owned by Costello Asset Management

Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Class B Cl B New (BRK.B)
Boston Scientific Corporation (BSX)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Eli Lilly & Co. (LLY)
Alphabet Inc Class C Cap Stk Cl C (GOOG)
Artesian Res Corp Class A Cl A (ARTNA)
Merck & Co (MRK)
Pepsi (PEP)
CSX Corporation (CSX)
Marvell Technology (MRVL)
Visa Inc Class A Com Cl A (V)
Essential Utils (WTRG)

View all positions for Costello Asset Management

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund