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WisdomTree SmallCap Dividend Fund shares owned by EPG Wealth Management

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

Historical chart of EPG Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by EPG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $98 3 32.67
2023-12-31 $90 3 30.33
2023-09-30 $84 3 28.33
2023-06-30 $172 6 28.83
2023-03-31 $1.1k 38 28.55
2022-12-31 $1.1k 38 28.45
2022-09-30 $1.0k 38 26.32
2022-03-31 $2.0k 76 26.32
2021-12-31 $1.0k 38 26.32
2021-09-30 $1.0k 38 26.32
2020-03-31 $2.0k 111 18.02
2019-12-31 $3.0k 111 27.03

More positions owned by EPG Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Technology (XLK)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for EPG Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund