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WisdomTree SmallCap Dividend Fund shares owned by Ffg Retirement Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Ffg Retirement Advisors from 13F filings

Historical chart of Ffg Retirement Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Ffg Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 50k 34.49
2024-06-30 $1.6M 50k 31.15
2024-03-31 $2.6M 79k 32.68
2023-12-31 $1.0M 32k 32.17
2023-09-30 $899k 32k 28.20
2023-06-30 $1.4M 48k 28.79
2023-03-31 $2.3M 79k 28.56
2022-12-31 $2.4M 85k 28.44

More positions owned by Ffg Retirement Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Wisdomtree Tr Us Total Dividnd (DTD)
Vanguard World Utilities Etf (VPU)
Wisdomtree Tr Currncy Int Eq (DDWM)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Wisdomtree Tr Us High Dividend (DHS)

View all positions for Ffg Retirement Advisors

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