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WisdomTree SmallCap Dividend Fund shares owned by Hartland & Co

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Hartland & Co from 13F filings

Historical chart of Hartland & Co investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Hartland & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Hartland & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $711k 21k 33.45
2025-09-30 $712k 21k 33.68
2025-06-30 $667k 21k 31.76
2025-03-31 $717k 22k 31.96
2024-12-31 $727k 21k 34.35
2024-09-30 $737k 21k 34.49
2024-06-30 $644k 21k 31.15

More positions owned by Hartland & Co

Vanguard Index Fds Put Put Option (Principal) (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple Put Put Option (Principal) (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Nvidia Corporation Put Put Option (Principal) (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Hartland & Co

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers
YCMNET Advisors
Cetera Investment Advisers

View all funds holding WisdomTree SmallCap Dividend Fund