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
Download as csvQuarterly 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 |
More positions owned by Founders Financial Alliance
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Top funds holding WisdomTree SmallCap Dividend Fund
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