WisdomTree SmallCap Dividend Fund shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by Integrated Wealth Concepts 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 Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $841k | 23k | 35.94 |
| 2025-09-30 | $792k | 24k | 33.68 |
| 2023-09-30 | $252k | 8.9k | 28.20 |
| 2023-06-30 | $267k | 9.3k | 28.79 |
| 2023-03-31 | $287k | 10k | 28.59 |
| 2022-12-31 | $241k | 8.5k | 28.40 |
| 2021-12-31 | $415k | 13k | 32.83 |
| 2021-09-30 | $410k | 13k | 30.83 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund