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WisdomTree SmallCap Dividend Fund shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory Group investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $241k 7.0k 34.31
2024-09-30 $165k 4.5k 36.80

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Short-term Bondetf Etf (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Wisdomtree Us Midcap Dividend Etf Etf (DON)
Vanguard Short Term Treasury Etf Etf (VGSH)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)

View all positions for Kiely Wealth Advisory Group

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