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H&H Retirement Design & Management »

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

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by H&H Retirement Design & Management consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by H&H Retirement Design & Management

Spdr Ser Tr Bbg Conv Sec Etf (CWB)

Vanguard World Extended Dur (EDV)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

Vanguard Bd Index Fds Long Term Bond (BLV)

Wisdomtree Tr Us Largecap Divd (DLN)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Wisdomtree Tr Us Smallcap Divd (DES)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Select Sector Spdr Tr Sbi Materials (XLB)

Select Sector Spdr Tr Energy (XLE)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Select Sector Spdr Tr Technology (XLK)

View all positions for H&H Retirement Design & Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley

LPL Financial

Bank of America Corporation

Creative Planning

M^T Bank Corporation

Royal Bank of Canada

Wells Fargo & Company

Envestnet Asset Management

Keybank National Association

Huntington National Bank

Raymond James Financial Services Advisors

Raymond James & Associates

Mercer Global Advisors

Commonwealth Equity Services

CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund

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