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WisdomTree SmallCap Dividend Fund shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-03-31 $328k 10k 31.96
2024-12-31 $352k 10k 34.35

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
Abbott Laboratories (ABT)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Vanguard Index Fds Small Cp Etf (VB)
First Tr Exchange-traded Core Investment (FTCB)

View all positions for Cyndeo Wealth Partners

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund