HPM Partners »

WisdomTree SmallCap Dividend Fund shares owned by HPM Partners

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 62k 33.68
2025-06-30 $2.0M 64k 31.76
2025-03-31 $2.2M 70k 31.96
2024-12-31 $2.9M 85k 34.35
2024-09-30 $2.7M 77k 34.49
2024-06-30 $2.6M 82k 31.15
2024-03-31 $2.8M 87k 32.68
2023-12-31 $3.0M 92k 32.19
2023-09-30 $2.4M 86k 28.20
2023-06-30 $2.7M 93k 28.79
2023-03-31 $2.6M 96k 27.19
2022-12-31 $2.8M 99k 28.44
2022-09-30 $2.5M 96k 25.73
2022-06-30 $3.0M 108k 28.23

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corp Stock (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Alphabet Stock (GOOGL)
Alphabet Stock (GOOG)
Ishares Tr Etf (QUAL)
Meta Platforms Stock (META)

View all positions for HPM Partners

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund