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WisdomTree SmallCap Dividend Fund shares owned by Founders Financial Securities

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

Historical chart of Founders Financial 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 Founders Financial 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 Founders Financial Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $459k 13k 34.49
2024-06-30 $501k 16k 31.15
2024-03-31 $447k 14k 32.68
2023-12-31 $404k 13k 32.17
2023-09-30 $329k 12k 28.20
2023-06-30 $364k 13k 28.79
2023-03-31 $359k 13k 28.56
2022-12-31 $348k 12k 28.44
2022-09-30 $316k 12k 25.76

More positions owned by Founders Financial Securities

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Strategy Day Hagan Ned (SSUS)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Founders Financial 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