KerberRose Wealth Management »

WisdomTree SmallCap Dividend Fund shares owned by KerberRose Wealth Management

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

Historical chart of KerberRose Wealth 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 KerberRose Wealth Management 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 KerberRose Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $693k 25k 28.22

More positions owned by KerberRose Wealth Management

Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Spdr Portfolio S P 1500 Cmpst St Etf Portfoli S&p1500 (SPTM)
Ishares Tips Bond Etf Tips Bd Etf (TIP)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Schwab Us Tips Etf Us Tips Etf (SCHP)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Apple (AAPL)
Vanguard Small Cap Etf Small Cp Etf (VB)
Ishares Brd Usd Inv Grd Corp Bd Etf Usd Inv Grde Etf (USIG)
Ishares Core 1-5 Year Usd Bond Etf Core 1 5 Yr Usd (ISTB)
Microsoft Corporation (MSFT)
Ishares 0-5 Year Tips Bond Etf 0-5 Yr Tips Etf (STIP)
Vanguard Short Term Cor Bd Etf Iv Shrt Trm Corp Bd (VCSH)
Invesco Total Return Bond Etf Total Return (GTO)

View all positions for KerberRose Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund