WisdomTree SmallCap Dividend Fund shares owned by Financial Planning & Information Services
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Financial Planning & Information Services
from 13F filings
Historical chart of Financial Planning & Information Services investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Financial Planning & Information Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.4M | 41k | 34.49 |
| 2024-06-30 | $1.6M | 52k | 31.15 |
| 2024-03-31 | $1.7M | 52k | 32.68 |
| 2023-09-30 | $1.5M | 55k | 28.20 |
| 2023-06-30 | $1.7M | 60k | 28.79 |
| 2023-03-31 | $1.8M | 64k | 28.56 |
| 2022-12-31 | $1.9M | 67k | 28.44 |
| 2022-09-30 | $1.8M | 71k | 25.74 |
| 2022-06-30 | $2.0M | 71k | 28.22 |
| 2022-03-31 | $2.5M | 80k | 31.87 |
| 2021-12-31 | $2.8M | 86k | 32.86 |
| 2021-09-30 | $2.9M | 94k | 30.83 |
| 2021-06-30 | $3.3M | 102k | 31.89 |
| 2021-03-31 | $3.5M | 113k | 31.15 |
| 2020-12-31 | $3.4M | 126k | 26.60 |
| 2020-09-30 | $2.7M | 129k | 21.08 |
| 2020-06-30 | $2.6M | 123k | 21.18 |
| 2020-03-31 | $2.0M | 112k | 18.02 |
| 2019-12-31 | $2.9M | 102k | 28.68 |
| 2019-09-30 | $2.9M | 105k | 27.37 |
| 2019-06-30 | $2.6M | 97k | 27.11 |
| 2019-03-31 | $2.6M | 94k | 27.54 |
| 2018-12-31 | $2.2M | 91k | 24.53 |
| 2018-09-30 | $2.2M | 74k | 29.72 |
| 2018-06-30 | $2.1M | 69k | 29.64 |
| 2018-03-31 | $1.6M | 59k | 27.39 |
More positions owned by Financial Planning & Information Services
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