WisdomTree SmallCap Dividend Fund shares owned by McNamara Financial Services
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by McNamara Financial Services
from 13F filings
Historical chart of McNamara Financial Services investment in WisdomTree SmallCap Dividend Fund
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree SmallCap Dividend Fund held by McNamara Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree SmallCap Dividend Fund by McNamara Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $473k | 14k | 33.68 |
| 2025-06-30 | $437k | 14k | 31.76 |
| 2025-03-31 | $353k | 11k | 31.96 |
| 2024-12-31 | $311k | 9.1k | 34.35 |
| 2024-09-30 | $414k | 12k | 34.49 |
| 2024-06-30 | $387k | 12k | 31.15 |
| 2024-03-31 | $389k | 12k | 32.68 |
| 2023-12-31 | $439k | 14k | 32.17 |
| 2023-09-30 | $382k | 14k | 28.20 |
| 2023-06-30 | $394k | 14k | 29.11 |
| 2023-03-31 | $368k | 13k | 28.56 |
| 2022-12-31 | $440k | 16k | 28.44 |
| 2022-09-30 | $387k | 15k | 25.74 |
| 2022-06-30 | $367k | 13k | 28.19 |
| 2022-03-31 | $368k | 12k | 31.88 |
| 2021-12-31 | $337k | 10k | 32.88 |
| 2021-09-30 | $275k | 8.9k | 30.87 |
| 2021-06-30 | $239k | 7.5k | 31.85 |
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