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Great Valley Advisor Group »

WisdomTree SmallCap Dividend Fund shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Great Valley Advisor Group

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$648k	19k	33.47
2025-09-30	$672k	20k	33.70
2025-06-30	$692k	22k	31.76
2025-03-31	$547k	17k	31.95
2024-12-31	$340k	9.9k	34.34
2024-09-30	$334k	9.7k	34.49
2024-06-30	$224k	7.2k	31.13

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Apple (AAPL)

Pimco Etf Tr Active Bd Etf (BOND)

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Microsoft Corporation (MSFT)

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Amazon (AMZN)

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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

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J P Morgan Exchange Traded F Active Value Etf (JAVA)

View all positions for Great Valley Advisor Group

Top funds holding WisdomTree SmallCap Dividend Fund

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View all funds holding WisdomTree SmallCap Dividend Fund

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