Guidance Capital »

WisdomTree SmallCap Dividend Fund shares owned by Guidance Capital

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Guidance Capital from 13F filings

Historical chart of Guidance Capital investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Guidance Capital 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 Guidance Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $679k 19k 35.16
2024-06-30 $688k 20k 34.92
2024-03-31 $627k 20k 30.73

More positions owned by Guidance Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Blackrock Ultra (ICSH)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Silver Tr Ishares (SLV)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Guidance Capital

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