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WisdomTree SmallCap Dividend Fund shares owned by Infinity Wealth Counsel

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

Historical chart of Infinity Wealth Counsel investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Infinity Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $434k 13k 33.68
2025-06-30 $402k 13k 31.76

More positions owned by Infinity Wealth Counsel

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Infinity Wealth Counsel

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
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

View all funds holding WisdomTree SmallCap Dividend Fund