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WisdomTree SmallCap Dividend Fund shares owned by IMG Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by IMG Wealth Management from 13F filings

Historical chart of IMG 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 IMG Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by IMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 31 33.26
2025-06-30 $965 30 32.17
2025-03-31 $963 30 32.10
2024-12-31 $1.0k 30 34.33

More positions owned by IMG Wealth Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Dj Glbl Divid (FGD)
First Tr Exchange-traded First Tr Enh New (FTSM)
Innovator Etfs Trust Us Eqty Ultra B (UOCT)
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)

View all positions for IMG Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth
Commonwealth Equity Services

View all funds holding WisdomTree SmallCap Dividend Fund