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WisdomTree SmallCap Dividend Fund shares owned by Evanson Financial

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

Historical chart of Evanson Financial investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 91k 40.68

More positions owned by Evanson Financial

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Sprott Asset Management Physical Gold Tr (PHYS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Wells Fargo & Company
Jones Financial Companies, L.L
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund