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WisdomTree SmallCap Dividend Fund shares owned by Fieldpoint Private Securities

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Fieldpoint Private Securities from 13F filings

Historical chart of Fieldpoint Private Securities investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Fieldpoint Private Securities

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.7M 59k 28.22
2022-03-31 $16k 504 31.75
2021-12-31 $17k 504 33.73
2021-09-30 $16k 504 31.75
2021-06-30 $16k 504 31.75

More positions owned by Fieldpoint Private Securities

Apple Stock (AAPL)
S&p Global Stock (SPGI)
Spdr S&p 500 Etf Etf (SPY)
Ishares International Select Dividend Etf Etf (IDV)
Microsoft Stock (MSFT)
Ishares Dj Select Dividend Etf (DVY)
Spdr Gold Etf Etf (GLD)
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)
Ishares Russell 1000 Value Etf Etf (IWD)
Abbvie Stock (ABBV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Johnson & Johnson Stock (JNJ)
Ishares Russell 1000 Growth Etf Etf (IWF)
Unitedhealth Group Stock (UNH)

View all positions for Fieldpoint Private Securities

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