WisdomTree SmallCap Dividend Fund shares owned by IHT Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by IHT Wealth Management 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 IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $722k | 21k | 33.68 |
| 2025-06-30 | $696k | 22k | 31.76 |
| 2025-03-31 | $1.1M | 33k | 31.96 |
| 2024-12-31 | $1.1M | 33k | 34.35 |
| 2024-09-30 | $1.0M | 30k | 34.49 |
| 2024-06-30 | $928k | 30k | 31.15 |
| 2024-03-31 | $971k | 30k | 32.68 |
| 2023-12-31 | $8.5M | 264k | 32.17 |
| 2023-09-30 | $8.4M | 297k | 28.20 |
| 2023-06-30 | $1.5M | 53k | 28.79 |
| 2023-03-31 | $1.7M | 61k | 28.56 |
| 2022-12-31 | $1.7M | 61k | 28.44 |
| 2022-09-30 | $1.5M | 60k | 25.75 |
| 2022-06-30 | $1.7M | 61k | 28.23 |
| 2022-03-31 | $1.8M | 57k | 31.88 |
| 2021-12-31 | $1.5M | 46k | 32.86 |
| 2021-09-30 | $1.4M | 46k | 30.83 |
| 2021-06-30 | $1.6M | 49k | 31.89 |
| 2021-03-31 | $1.6M | 51k | 31.15 |
| 2020-12-31 | $1.4M | 54k | 26.59 |
| 2020-09-30 | $1.1M | 52k | 21.07 |
| 2020-06-30 | $1.0M | 47k | 21.19 |
| 2020-03-31 | $705k | 39k | 18.01 |
| 2019-12-31 | $1.9M | 67k | 28.68 |
| 2019-09-30 | $1.6M | 60k | 27.37 |
| 2019-06-30 | $1.5M | 55k | 27.11 |
| 2018-03-31 | $54k | 2.0k | 26.67 |
| 2017-12-31 | $55k | 1.9k | 28.95 |
| 2017-09-30 | $13k | 150 | 86.67 |
| 2017-06-30 | $12k | 150 | 80.00 |
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund