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WisdomTree SmallCap Dividend Fund shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys Wealth Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 44k 34.49
2024-06-30 $1.4M 46k 31.15
2024-03-31 $1.5M 46k 32.68
2023-12-31 $1.6M 48k 32.23
2023-09-30 $1.4M 48k 28.20
2023-06-30 $1.4M 49k 28.79
2023-03-31 $1.4M 50k 28.56
2022-12-31 $1.4M 50k 28.44
2022-09-30 $1.3M 51k 25.73
2022-06-30 $1.8M 63k 28.21
2022-03-31 $2.0M 63k 31.87
2021-12-31 $2.1M 65k 32.86
2021-09-30 $1.6M 52k 30.83
2021-06-30 $1.7M 53k 31.90
2021-03-31 $1.7M 53k 31.14
2020-12-31 $1.4M 53k 26.61
2020-09-30 $1.2M 55k 21.08
2020-06-30 $2.4M 115k 21.18
2020-03-31 $2.2M 121k 18.02
2019-12-31 $3.6M 126k 28.68
2019-09-30 $3.5M 127k 27.37
2019-06-30 $3.5M 129k 27.11
2019-03-31 $3.5M 129k 27.54
2018-12-31 $3.2M 131k 24.53
2018-09-30 $3.5M 119k 29.71
2018-06-30 $3.5M 119k 29.65
2018-03-31 $3.3M 120k 27.40
2017-12-31 $3.5M 121k 29.05
2017-09-30 $3.4M 41k 84.02
2017-06-30 $3.3M 41k 80.47
2017-03-31 $3.2M 40k 80.63
2016-12-31 $3.4M 41k 82.71
2016-09-30 $2.5M 33k 75.22
2016-06-30 $2.4M 33k 71.66
2016-03-31 $2.2M 33k 68.72
2015-12-31 $2.0M 31k 64.94
2015-09-30 $2.0M 31k 63.02
2015-06-30 $2.1M 29k 70.44
2015-03-31 $2.1M 30k 72.08
2014-12-31 $2.1M 30k 70.93

More positions owned by Integrys Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Abbvie (ABBV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Apple (AAPL)

View all positions for Integrys Wealth Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund