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WisdomTree SmallCap Dividend Fund shares owned by Evolution Wealth Management

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

Historical chart of Evolution 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 Evolution 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 Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $160k 4.8k 33.68
2025-06-30 $163k 5.1k 31.76

More positions owned by Evolution Wealth Management

Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Innovator Etfs Trust Power Buffer Set (PSTP)
Listed Fds Tr Shares Lag Cap (OVL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Listed Fds Tr Shares Core Bd (OVB)
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

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