WisdomTree SmallCap Dividend Fund shares owned by Gladstone Institutional Advisory
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Gladstone Institutional Advisory
from 13F filings
Historical chart of Gladstone Institutional Advisory investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Gladstone Institutional Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $693k | 21k | 33.68 |
| 2025-06-30 | $1.1M | 35k | 31.76 |
| 2025-03-31 | $1.0M | 33k | 31.96 |
| 2024-12-31 | $1.4M | 41k | 34.35 |
| 2024-09-30 | $1.6M | 48k | 34.49 |
| 2024-06-30 | $1.8M | 59k | 31.15 |
| 2024-03-31 | $2.8M | 87k | 32.68 |
| 2023-12-31 | $3.9M | 122k | 32.17 |
| 2023-09-30 | $3.8M | 134k | 28.20 |
| 2023-06-30 | $3.6M | 124k | 28.79 |
| 2023-03-31 | $3.8M | 132k | 28.56 |
| 2022-12-31 | $3.5M | 123k | 28.44 |
| 2022-09-30 | $2.1M | 82k | 25.74 |
| 2022-06-30 | $2.4M | 86k | 28.21 |
| 2022-03-31 | $2.9M | 90k | 31.87 |
| 2021-12-31 | $2.4M | 74k | 32.86 |
| 2021-09-30 | $1.6M | 52k | 30.84 |
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