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WisdomTree SmallCap Dividend Fund shares owned by Merit Financial Group

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

Historical chart of Merit Financial 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 Merit Financial 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 60k 33.45

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Merit Financial Group

Top funds holding WisdomTree SmallCap Dividend Fund

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Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers
YCMNET Advisors
Cetera Investment Advisers

View all funds holding WisdomTree SmallCap Dividend Fund