WisdomTree SmallCap Dividend Fund shares owned by Harbor Investment Advisory
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Harbor Investment Advisory
from 13F filings
Historical chart of Harbor Investment Advisory investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Harbor Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 35k | 33.68 |
| 2025-06-30 | $1.1M | 34k | 31.76 |
| 2025-03-31 | $1.1M | 34k | 31.96 |
| 2024-12-31 | $1.2M | 34k | 34.35 |
| 2024-09-30 | $1.2M | 36k | 34.49 |
| 2024-06-30 | $946k | 30k | 31.15 |
| 2024-03-31 | $790k | 24k | 32.68 |
| 2023-12-31 | $354k | 11k | 32.17 |
| 2023-09-30 | $468k | 17k | 28.20 |
| 2023-06-30 | $478k | 17k | 28.79 |
| 2023-03-31 | $474k | 17k | 28.56 |
| 2022-12-31 | $472k | 17k | 28.44 |
| 2022-09-30 | $477k | 19k | 25.76 |
| 2022-06-30 | $545k | 19k | 28.21 |
| 2022-03-31 | $635k | 20k | 31.88 |
| 2021-12-31 | $636k | 19k | 32.86 |
| 2021-09-30 | $495k | 16k | 30.85 |
| 2021-06-30 | $528k | 17k | 31.87 |
| 2021-03-31 | $420k | 14k | 31.16 |
| 2020-12-31 | $319k | 12k | 26.63 |
| 2020-09-30 | $253k | 12k | 21.12 |
| 2020-06-30 | $177k | 8.4k | 21.19 |
| 2020-03-31 | $200k | 11k | 18.01 |
| 2019-12-31 | $275k | 9.6k | 28.63 |
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