WisdomTree SmallCap Dividend Fund shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.2M | 100k | 31.76 |
| 2025-03-31 | $3.4M | 108k | 31.96 |
| 2024-12-31 | $3.3M | 98k | 34.35 |
| 2024-09-30 | $3.4M | 99k | 34.49 |
| 2024-06-30 | $3.1M | 99k | 31.15 |
| 2024-03-31 | $3.2M | 99k | 32.68 |
| 2023-12-31 | $3.2M | 98k | 32.17 |
| 2023-09-30 | $2.8M | 101k | 28.20 |
| 2023-06-30 | $3.3M | 114k | 28.79 |
| 2023-03-31 | $2.0M | 70k | 28.56 |
| 2022-12-31 | $1.9M | 66k | 28.44 |
| 2022-09-30 | $1.5M | 57k | 25.74 |
| 2022-06-30 | $1.6M | 56k | 28.22 |
| 2022-03-31 | $1.6M | 51k | 31.81 |
| 2021-12-31 | $1.5M | 45k | 32.85 |
| 2021-09-30 | $1.3M | 42k | 30.73 |
| 2021-06-30 | $1.3M | 39k | 31.88 |
| 2021-03-31 | $1.1M | 34k | 31.10 |
| 2020-12-31 | $693k | 26k | 26.66 |
| 2020-09-30 | $2.9M | 140k | 21.07 |
| 2020-06-30 | $912k | 43k | 21.22 |
| 2020-03-31 | $1.2M | 68k | 18.00 |
| 2019-12-31 | $1.9M | 67k | 28.73 |
| 2019-06-30 | $263k | 9.7k | 27.13 |
More positions owned by H D Vest Advisory Services
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