WisdomTree SmallCap Dividend Fund shares owned by Intercontinental Wealth Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Intercontinental Wealth Advisors
from 13F filings
Historical chart of Intercontinental Wealth Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Intercontinental Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $1.7M | 58k | 28.79 |
| 2023-03-31 | $1.7M | 58k | 28.56 |
| 2022-12-31 | $1.7M | 58k | 28.44 |
| 2022-09-30 | $1.5M | 58k | 25.74 |
| 2022-06-30 | $1.6M | 58k | 28.22 |
| 2022-03-31 | $1.8M | 58k | 31.88 |
| 2021-12-31 | $1.9M | 58k | 32.87 |
| 2021-09-30 | $1.8M | 60k | 30.84 |
| 2021-06-30 | $1.9M | 60k | 31.90 |
| 2021-03-31 | $1.9M | 60k | 31.14 |
| 2020-12-31 | $1.6M | 62k | 26.61 |
| 2020-09-30 | $1.8M | 68k | 27.37 |
| 2020-06-30 | $1.3M | 63k | 21.19 |
| 2020-03-31 | $1.2M | 65k | 18.02 |
| 2019-12-31 | $1.1M | 38k | 27.81 |
| 2019-09-30 | $1.8M | 68k | 27.37 |
| 2019-06-30 | $1.8M | 68k | 27.11 |
| 2019-03-31 | $1.9M | 68k | 27.53 |
| 2018-12-31 | $1.7M | 69k | 24.53 |
| 2018-09-30 | $2.2M | 73k | 29.72 |
| 2018-06-30 | $2.2M | 73k | 29.65 |
| 2018-03-31 | $2.1M | 76k | 27.40 |
| 2017-12-31 | $2.3M | 78k | 29.05 |
| 2017-09-30 | $2.1M | 25k | 84.03 |
| 2017-06-30 | $1.7M | 21k | 80.48 |
| 2017-03-31 | $1.4M | 17k | 80.60 |
| 2016-12-31 | $1.0M | 13k | 82.72 |
| 2016-09-30 | $443k | 5.9k | 75.15 |
| 2016-06-30 | $265k | 3.7k | 71.62 |
More positions owned by Intercontinental Wealth Advisors
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