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WisdomTree SmallCap Dividend Fund shares owned by Investment Partners Asset Management

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

Historical chart of Investment Partners Asset Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Investment Partners Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $550k 16k 34.49
2024-06-30 $540k 17k 31.15
2024-03-31 $571k 18k 32.68
2023-12-31 $565k 18k 32.17

More positions owned by Investment Partners Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Rate Preferred (PFFV)
Global X Fds S&p 500 Covered (XYLD)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Global X Fds Nasdaq 100 Cover (QYLD)
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)
International Business Machines (IBM)
At&t (T)
Amazon (AMZN)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Pacer Fds Tr Us Cash Cows 100 (COWZ)

View all positions for Investment Partners Asset Management

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