Kades & Cheifetz »

WisdomTree SmallCap Dividend Fund shares owned by Kades & Cheifetz

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Kades & Cheifetz from 13F filings

Historical chart of Kades & Cheifetz investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Kades & Cheifetz consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Kades & Cheifetz

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 110k 34.49
2024-06-30 $3.3M 107k 31.15
2024-03-31 $3.6M 110k 32.68
2023-12-31 $3.7M 116k 32.17
2023-09-30 $3.2M 113k 28.20
2023-06-30 $3.2M 111k 28.79
2023-03-31 $3.1M 109k 28.56
2022-12-31 $3.1M 109k 28.44

More positions owned by Kades & Cheifetz

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Strategy Ns 7handl Idx (HNDL)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Conv Bd Etf (ICVT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Wellington Short Trm Tax Ex (VTES)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Msci Emrg Chn (EMXC)

View all positions for Kades & Cheifetz

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