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WisdomTree SmallCap Dividend Fund shares owned by Investment Research Partners

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

Historical chart of Investment Research 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 Investment Research 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 Investment Research Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 51k 32.91

More positions owned by Investment Research Partners

NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Ishares Tr National Mun Etf (MUB)
Unified Ser Tr Oneascent Intl (OAIM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Investment Research Partners

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