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WisdomTree SmallCap Dividend Fund shares owned by Diversified Enterprises

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

Historical chart of Diversified Enterprises investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Diversified Enterprises

Quarter filed Position value Share count Share price at filing
2025-09-30 $415k 12k 33.68
2025-06-30 $396k 13k 31.76
2025-03-31 $422k 13k 31.96
2024-12-31 $452k 13k 34.35

More positions owned by Diversified Enterprises

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Harbor Etf Trust Internatnal Comp (OSEA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Diversified Enterprises

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