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WisdomTree SmallCap Dividend Fund shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.1M 34k 31.15
2024-03-31 $1.2M 36k 32.68
2023-12-31 $1.9M 61k 32.17
2023-09-30 $1.9M 67k 28.20

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

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