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WisdomTree SmallCap Dividend Fund shares owned by Fairman Group

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

Historical chart of Fairman Group investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Fairman Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 1.5k 33.68
2025-06-30 $48k 1.5k 31.76
2025-03-31 $52k 1.5k 34.38
2024-12-31 $52k 1.5k 34.38
2024-09-30 $52k 1.5k 34.49
2024-06-30 $47k 1.5k 31.15
2024-03-31 $50k 1.5k 32.68
2023-12-31 $49k 1.5k 32.19

More positions owned by Fairman Group

Ishares Tr Core S&p500 Etf (IVV)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Essent (ESNT)
Ea Series Trust Strive 500 Etf (STRV)
W.R. Berkley Corporation (WRB)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares High Yie (HIMU)
Ishares Tr Core S&p Mcp Etf (IJH)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Fairman Group

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