WisdomTree SmallCap Dividend Fund shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60k | 1.8k | 33.68 |
| 2025-06-30 | $56k | 1.8k | 31.76 |
| 2025-03-31 | $111k | 3.5k | 31.96 |
| 2024-12-31 | $119k | 3.5k | 34.35 |
| 2024-09-30 | $120k | 3.5k | 34.49 |
| 2024-06-30 | $108k | 3.5k | 31.15 |
| 2024-03-31 | $22k | 400 | 53.75 |
| 2023-12-31 | $112k | 3.5k | 32.17 |
| 2023-09-30 | $98k | 3.5k | 28.20 |
| 2023-06-30 | $100k | 3.5k | 28.79 |
| 2023-03-31 | $99k | 3.5k | 28.56 |
| 2022-12-31 | $99k | 3.5k | 28.44 |
| 2022-09-30 | $89k | 3.5k | 25.66 |
| 2022-06-30 | $98k | 3.5k | 28.25 |
| 2022-03-31 | $111k | 3.5k | 32.00 |
| 2021-12-31 | $114k | 3.5k | 32.86 |
| 2021-09-30 | $107k | 3.5k | 30.83 |
| 2021-06-30 | $111k | 3.5k | 31.89 |
| 2021-03-31 | $108k | 3.5k | 31.15 |
| 2020-12-31 | $92k | 3.5k | 26.52 |
| 2020-09-30 | $73k | 3.5k | 21.08 |
| 2020-06-30 | $73k | 121 | 603.31 |
| 2020-03-31 | $63k | 3.5k | 18.02 |
| 2019-12-31 | $100k | 3.5k | 28.68 |
| 2019-09-30 | $94k | 3.5k | 27.10 |
| 2019-06-30 | $94k | 3.5k | 27.11 |
| 2019-03-31 | $96k | 3.5k | 27.54 |
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