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WisdomTree SmallCap Dividend Fund shares owned by CWM

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

Historical chart of CWM investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $557k 17k 33.70
2025-06-30 $567k 18k 31.78
2025-03-31 $477k 15k 31.96
2024-12-31 $341k 9.9k 34.40
2024-09-30 $314k 9.1k 34.52
2024-06-30 $193k 6.2k 31.13
2024-03-31 $223k 6.8k 32.62
2023-12-31 $134k 4.2k 32.23
2023-09-30 $13k 460 28.26
2023-06-30 $13k 460 28.26
2023-03-31 $89k 3.1k 28.57
2022-12-31 $72k 2.5k 28.63
2022-09-30 $81k 3.2k 25.71
2022-06-30 $95k 3.4k 28.32
2022-03-31 $110k 3.5k 31.81
2021-12-31 $147k 4.5k 32.85
2021-06-30 $201k 6.3k 31.91
2021-03-31 $201k 6.3k 31.91
2020-12-31 $80k 3.0k 26.53
2020-09-30 $49k 2.3k 20.89
2020-06-30 $119k 5.6k 21.19
2020-03-31 $23k 1.3k 17.69
2019-12-31 $205k 7.2k 28.61
2019-09-30 $184k 6.7k 27.40
2019-06-30 $162k 6.0k 27.04
2019-03-31 $132k 4.8k 27.48
2018-12-31 $143k 5.8k 24.47
2018-09-30 $103k 3.5k 29.62
2015-12-31 $81k 1.3k 64.59
2015-09-30 $79k 1.3k 63.00