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WisdomTree SmallCap Dividend Fund shares owned by Element Wealth

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

Historical chart of Element Wealth investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Element Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8k 138 34.49
2024-06-30 $4.3k 138 31.15

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund