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WisdomTree SmallCap Dividend Fund shares owned by Main Street Group

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

Historical chart of Main Street 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 Main Street 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 Main Street Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $51k 1.5k 33.67
2025-06-30 $48k 1.5k 31.77
2025-03-31 $48k 1.5k 31.94
2024-12-31 $51k 1.5k 34.33
2024-09-30 $51k 1.5k 34.48
2024-06-30 $46k 1.5k 30.87
2024-03-31 $47k 1.5k 32.32
2023-12-31 $47k 1.5k 32.17

More positions owned by Main Street Group

Proshares Ultra Qqq Etf Stok (QLD)
Proshares Ultra S&p 500 Etf Stok (SSO)
Pgim Ultra Short Bond Etf Stok (PULS)
Schwab Short Term Us Treasury Etf Stok (SCHO)
Microsoft Corp Stok (MSFT)
Invsc Qqq Trust Srs 1 Etf Stok (QQQ)
Proshares Ultrapro Qqq Etf Stok (TQQQ)
Us Treasu Nt Fix
Us Treasu Nt Fix
Goldman Sachs Acces Treas 0 1 Yr Etf Stok (GBIL)
Proshares Ultrapro S&p 500 Etf Stok (UPRO)
Apple Stok (AAPL)
Us Treasu Nt Fix
Spdr S&p 500 Etf Stok (SPY)
Alpha Architect 1-3 Stok (BOXX)

View all positions for Main Street 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