Gray Wealth Management »

WisdomTree SmallCap Dividend Fund shares owned by Gray Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Gray Wealth Management from 13F filings

Historical chart of Gray 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 Gray Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Gray Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $251k 7.7k 32.68
2023-12-31 $254k 7.9k 32.17
2023-09-30 $227k 8.1k 28.20
2023-06-30 $243k 8.4k 28.79
2023-03-31 $245k 8.6k 28.56
2022-12-31 $244k 8.6k 28.44
2022-09-30 $222k 8.6k 25.75
2022-06-30 $238k 8.4k 28.27
2022-03-31 $256k 8.0k 31.91
2021-12-31 $264k 8.0k 32.91
2021-09-30 $247k 8.0k 30.79
2021-06-30 $256k 8.0k 31.91
2021-03-31 $250k 8.0k 31.16
2020-12-31 $225k 8.4k 26.72
2020-09-30 $212k 10k 21.08
2020-06-30 $225k 11k 21.07
2020-03-31 $203k 11k 18.03