WisdomTree SmallCap Dividend Fund shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth 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 IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 40k | 33.68 |
| 2025-06-30 | $1.3M | 40k | 31.76 |
| 2025-03-31 | $1.4M | 43k | 31.96 |
| 2024-12-31 | $1.5M | 44k | 34.35 |
| 2024-09-30 | $1.6M | 45k | 34.49 |
| 2024-06-30 | $1.4M | 46k | 31.15 |
| 2024-03-31 | $1.5M | 46k | 32.68 |
| 2023-12-31 | $1.5M | 47k | 32.17 |
| 2023-09-30 | $1.4M | 48k | 28.20 |
| 2023-06-30 | $1.5M | 51k | 28.79 |
| 2023-03-31 | $1.6M | 55k | 28.56 |
| 2022-12-31 | $1.7M | 58k | 28.44 |
| 2022-09-30 | $1.5M | 59k | 25.75 |
| 2022-06-30 | $1.7M | 60k | 28.23 |
| 2022-03-31 | $2.0M | 62k | 31.87 |
| 2021-12-31 | $2.1M | 63k | 32.86 |
| 2021-09-30 | $2.0M | 66k | 30.84 |
| 2021-06-30 | $2.1M | 67k | 31.90 |
| 2021-03-31 | $2.2M | 71k | 31.15 |
| 2020-12-31 | $1.8M | 68k | 26.60 |
| 2020-09-30 | $1.3M | 63k | 21.09 |
| 2020-06-30 | $1.1M | 52k | 21.19 |
| 2020-03-31 | $521k | 29k | 18.02 |
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund