WisdomTree SmallCap Dividend Fund shares owned by IFP Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $713k | 23k | 31.15 |
| 2024-03-31 | $826k | 25k | 32.68 |
| 2023-12-31 | $855k | 27k | 32.17 |
| 2023-09-30 | $812k | 29k | 28.20 |
| 2023-06-30 | $872k | 30k | 29.24 |
| 2023-03-31 | $916k | 31k | 29.24 |
| 2022-12-31 | $1.0M | 34k | 29.45 |
| 2022-09-30 | $1.5M | 50k | 29.37 |
| 2022-06-30 | $1.4M | 48k | 29.39 |
| 2022-03-31 | $1.4M | 48k | 29.39 |
| 2021-12-31 | $1.9M | 57k | 32.93 |
| 2021-09-30 | $1.8M | 58k | 30.90 |
| 2021-06-30 | $1.8M | 58k | 31.85 |
| 2021-03-31 | $1.8M | 58k | 31.20 |
| 2020-12-31 | $3.3M | 125k | 26.62 |
| 2020-09-30 | $3.1M | 149k | 21.07 |
| 2020-06-30 | $3.5M | 169k | 20.96 |
| 2020-03-31 | $3.3M | 178k | 18.53 |
| 2019-12-31 | $4.3M | 151k | 28.56 |
| 2019-09-30 | $4.2M | 152k | 27.34 |
| 2019-03-31 | $1.8M | 64k | 27.49 |
| 2018-12-31 | $1.2M | 49k | 24.44 |
| 2018-09-30 | $1.2M | 39k | 29.71 |
| 2018-06-30 | $1.2M | 39k | 29.65 |
| 2018-03-31 | $1.3M | 45k | 29.04 |
| 2017-12-31 | $1.3M | 45k | 29.04 |
| 2017-09-30 | $1.3M | 15k | 84.00 |
| 2017-06-30 | $404k | 5.0k | 80.45 |
| 2017-03-31 | $525k | 6.5k | 80.60 |
| 2016-12-31 | $417k | 5.0k | 82.71 |
| 2016-09-30 | $347k | 4.6k | 75.17 |
| 2016-06-30 | $344k | 4.8k | 71.73 |
| 2016-03-31 | $332k | 4.8k | 68.77 |
| 2015-12-31 | $313k | 4.8k | 65.03 |
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