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WisdomTree SmallCap Dividend Fund shares owned by Inlight Wealth Management

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

Historical chart of Inlight 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 Inlight 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 Inlight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1k 150 33.68
2025-06-30 $4.8k 150 31.76

More positions owned by Inlight Wealth Management

Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 1-3 Year International Treasury Bond Etf Etf (ISHG)
Sprott Physical Gold & Silver Trust Cef (CEF)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares Core S&p Small Cap Etf Etf (IJR)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Vanguard Value Etf Etf (VTV)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares Russell Mid-cap Value Etf Etf (IWS)
Utilities Select Sector Spdr Fund Etf (XLU)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Vaneck Gold Miners Etf Etf (GDX)
At&t Stock (T)
Vodafone Group Adr (VOD)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for Inlight Wealth Management

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