WisdomTree SmallCap Dividend Fund shares owned by Goss Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 37k | 33.68 |
| 2025-06-30 | $1.1M | 35k | 31.76 |
| 2025-03-31 | $1.1M | 33k | 31.96 |
| 2024-12-31 | $1.5M | 45k | 34.35 |
| 2024-09-30 | $1.6M | 46k | 34.49 |
| 2024-06-30 | $2.5M | 80k | 31.15 |
| 2024-03-31 | $2.2M | 67k | 32.68 |
| 2023-09-30 | $155k | 5.5k | 28.20 |
| 2023-06-30 | $254k | 8.8k | 28.79 |
| 2023-03-31 | $388k | 14k | 28.56 |
| 2022-12-31 | $94 | 3.3k | 0.03 |
| 2020-12-31 | $210k | 7.9k | 26.64 |
| 2020-06-30 | $252k | 12k | 21.14 |
| 2020-03-31 | $674k | 37k | 18.01 |
| 2019-12-31 | $1.3M | 47k | 28.66 |
| 2019-09-30 | $1.5M | 54k | 27.37 |
| 2019-06-30 | $1.5M | 55k | 27.11 |
| 2019-03-31 | $1.1k | 53k | 0.02 |
| 2018-12-31 | $1.3M | 54k | 24.53 |
| 2018-09-30 | $1.8M | 62k | 29.70 |
| 2018-06-30 | $1.4M | 46k | 29.78 |
| 2018-03-31 | $619k | 23k | 26.87 |
| 2017-12-31 | $625k | 21k | 29.17 |
| 2017-06-30 | $53k | 666 | 79.88 |
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund