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WisdomTree SmallCap Dividend Fund shares owned by EisnerAmper Wealth Management Corporate Benefits

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by EisnerAmper Wealth Management Corporate Benefits from 13F filings

Historical chart of EisnerAmper Wealth Management Corporate Benefits investment in WisdomTree SmallCap Dividend Fund

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All positions including WisdomTree SmallCap Dividend Fund held by EisnerAmper Wealth Management Corporate Benefits consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by EisnerAmper Wealth Management Corporate Benefits

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.1M 284k 32.17
2023-09-30 $8.1M 288k 28.20
2023-06-30 $12M 402k 28.79
2023-03-31 $12M 423k 28.56
2022-12-31 $12M 426k 28.44
2022-09-30 $11M 431k 25.74
2022-06-30 $12M 434k 28.22
2022-03-31 $14M 430k 31.87
2021-12-31 $14M 436k 32.86
2021-09-30 $13M 432k 30.83
2021-06-30 $14M 445k 31.89
2021-03-31 $14M 444k 31.15
2020-12-31 $12M 438k 26.60
2020-09-30 $9.0M 427k 21.08
2020-06-30 $8.9M 421k 21.18
2020-03-31 $7.2M 397k 18.02
2019-12-31 $11M 386k 28.68
2019-09-30 $10M 377k 27.37
2019-06-30 $9.7M 357k 27.11
2019-03-31 $9.3M 336k 27.54
2018-12-31 $7.7M 316k 24.53
2018-09-30 $9.4M 315k 29.71
2018-06-30 $8.6M 313k 27.40
2018-03-31 $8.6M 313k 27.40
2017-12-31 $8.8M 303k 29.05
2017-09-30 $8.7M 103k 84.03
2017-06-30 $7.8M 97k 80.48
2017-03-31 $7.9M 98k 80.62
2016-12-31 $7.7M 93k 82.72
2016-09-30 $7.0M 93k 74.87
2016-06-30 $6.5M 91k 71.44
2016-03-31 $6.0M 87k 68.72
2015-12-31 $5.4M 83k 64.93
2015-09-30 $4.9M 77k 63.00
2015-06-30 $5.1M 73k 70.45
2015-03-31 $3.0M 41k 72.08
2014-12-31 $2.6M 37k 70.91

More positions owned by EisnerAmper Wealth Management Corporate Benefits

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
SPDR S&P Dividend ETF Etf (SDY)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)
Schwab Us Dividend Equity Etf Etf (SCHD)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Innovator Emerging Markets Power Buffer Etf January Etf (EJAN)

View all positions for EisnerAmper Wealth Management Corporate Benefits

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund