WisdomTree SmallCap Dividend Fund shares owned by IFG Advisory
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by IFG Advisory
from 13F filings
Historical chart of IFG Advisory investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by IFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $948k | 28k | 33.68 |
| 2025-06-30 | $903k | 28k | 31.76 |
| 2025-03-31 | $890k | 28k | 31.96 |
| 2024-12-31 | $957k | 28k | 34.35 |
| 2024-09-30 | $960k | 28k | 34.49 |
| 2024-06-30 | $878k | 28k | 31.15 |
| 2024-03-31 | $942k | 29k | 32.68 |
| 2023-12-31 | $939k | 29k | 32.17 |
| 2023-09-30 | $811k | 29k | 28.20 |
| 2023-06-30 | $842k | 29k | 28.79 |
| 2023-03-31 | $824k | 29k | 28.56 |
| 2022-12-31 | $844k | 30k | 28.43 |
| 2022-09-30 | $764k | 30k | 25.74 |
| 2022-06-30 | $732k | 26k | 28.19 |
| 2022-03-31 | $396k | 12k | 31.84 |
| 2021-12-31 | $407k | 12k | 32.79 |
| 2021-09-30 | $389k | 13k | 30.79 |
| 2021-06-30 | $401k | 13k | 31.87 |
| 2021-03-31 | $391k | 13k | 31.07 |
| 2020-12-31 | $349k | 13k | 26.59 |
| 2020-09-30 | $260k | 12k | 21.01 |
| 2020-06-30 | $221k | 10k | 21.16 |
| 2020-03-31 | $221k | 12k | 17.96 |
| 2019-12-31 | $545k | 19k | 28.65 |
| 2019-09-30 | $520k | 19k | 27.33 |
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