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WisdomTree SmallCap Dividend Fund shares owned by Invested Advisors

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

Historical chart of Invested 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 Invested 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 Invested Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 36k 33.82

More positions owned by Invested Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core High Dv Etf (HDV)
NVIDIA Corporation (NVDA)

View all positions for Invested Advisors

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