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WisdomTree SmallCap Dividend Fund shares owned by LOM Asset Management

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

Historical chart of LOM 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 LOM 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 LOM Asset Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $349k 11k 31.73

More positions owned by LOM Asset Management

Broadcom (AVGO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)
Vanguard Index Fds S&p 500 Etf S&p 500 Etf Shs (VOO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Meta Platforms Inc Cl A Cl A (META)
Booking Holdings (BKNG)
Analog Devices (ADI)
Mastercard Incorporated Cl A Cl A (MA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Van Ftse Dev Mkt (VEA)
Visa Inc Com Cl A Cl A (V)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)

View all positions for LOM Asset Management

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