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WisdomTree SmallCap Dividend Fund shares owned by Diversified

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

Historical chart of Diversified 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 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

Quarter filed Position value Share count Share price at filing
2024-09-30 $368k 11k 34.49
2024-06-30 $339k 11k 31.15
2024-03-31 $355k 11k 32.68
2023-12-31 $338k 11k 32.17
2023-09-30 $293k 10k 28.20
2023-06-30 $299k 10k 28.79
2023-03-31 $314k 11k 28.56
2022-12-31 $319k 11k 28.44
2022-09-30 $246k 9.6k 25.69

More positions owned by Diversified

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Communication (XLC)
Vaneck Etf Trust Semiconductr Etf (SMH)
Bondbloxx Etf Trust Bloomberg Seven (XSVN)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Diversified

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