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WisdomTree SmallCap Dividend Fund shares owned by Marathon Strategic Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Marathon Strategic Advisors from 13F filings

Historical chart of Marathon Strategic Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Marathon Strategic Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 59k 34.49
2024-06-30 $1.7M 55k 31.15
2024-03-31 $1.8M 54k 32.68
2023-12-31 $1.7M 53k 32.17

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Large Cap (SPLG)
iShares S&P 500 Index (IVV)
SPDR S&P Emerging Markets (SPEM)
SPDR S&P World ex-US (SPDW)
SPDR DJ Wilshire Mid Cap (SPMD)
Vanguard Europe Pacific ETF (VEA)
Vanguard Global ex-US Real Est Etf2 (VNQI)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
Vanguard REIT Index Etf2 (VNQ)
Blackrock Floating Rate Income Etf (FRA)
Vaneck Vectors Junior Gold Min Etf2 (GDXJ)
Calamos Convertible Opportunit Etf (CHI)
WisdomTree SmallCap Dividend Fund (DES)
Spdr Ser Tr spdr russel 2000 (SPSM)

View all positions for Marathon Strategic Advisors

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