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WisdomTree SmallCap Dividend Fund shares owned by Founders Financial Alliance

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Founders Financial Alliance from 13F filings

Historical chart of Founders Financial Alliance investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2025-09-30 $400k 12k 33.68
2025-06-30 $397k 13k 31.76
2025-03-31 $16k 505 31.96
2024-12-31 $17k 505 34.35
2024-09-30 $17k 505 34.49
2024-06-30 $21k 685 31.15
2024-03-31 $22k 685 32.68
2022-06-30 $38k 1.4k 28.09
2020-12-31 $3.0k 101 29.70
2020-09-30 $2.0k 101 19.80