Fairman Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Fairman Group

Quarter filed Position value Share count Share price at filing
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

Accenture Plc Ireland Shs Class A (ACN)
Ishares Tr Core S&p500 Etf (IVV)
Accolade (ACCD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Essent (ESNT)
W.R. Berkley Corporation (WRB)
Ishares Tr Core S&p Mcp Etf (IJH)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fairman Group

Top funds holding WisdomTree SmallCap Dividend Fund

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

View all funds holding WisdomTree SmallCap Dividend Fund