WisdomTree SmallCap Dividend Fund shares owned by H&H Retirement Design & Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by H&H Retirement Design & Management
from 13F filings
Historical chart of H&H Retirement Design & Management investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by H&H Retirement Design & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 174k | 33.06 |
| 2025-06-30 | $5.6M | 172k | 32.42 |
| 2025-03-31 | $4.5M | 155k | 29.04 |
| 2024-12-31 | $5.2M | 154k | 33.76 |
| 2024-09-30 | $5.3M | 153k | 34.70 |
| 2024-06-30 | $5.0M | 147k | 34.07 |
| 2024-03-31 | $4.5M | 143k | 31.24 |
| 2023-12-31 | $4.9M | 160k | 30.80 |
| 2023-09-30 | $4.3M | 156k | 27.46 |
| 2023-06-30 | $4.6M | 156k | 29.61 |
| 2023-03-31 | $4.4M | 156k | 28.43 |
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