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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

Tip: Access up to 7 years of quarterly data

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

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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
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

More positions owned by IFG Advisory

Vanguard Total MF Closed and MF Open (VTI)
Vanguard S&p MF Closed and MF Open (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
Apple Common Stock (AAPL)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FTCS)
Vanguard High MF Closed and MF Open (VYM)
Invesco Russell MF Closed and MF Open (OMFL)
Spdr Portfolio MF Closed and MF Open (SPLG)
First Trust MF Closed and MF Open (FVD)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)
Ishares Core MF Closed and MF Open (DIVB)

View all positions for IFG Advisory

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