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WisdomTree SmallCap Dividend Fund shares owned by Mml Investors Services

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Mml Investors Services from 13F filings

Historical chart of Mml Investors 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 Mml Investors Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Mml Investors Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 53k 33.68
2025-06-30 $1.7M 55k 31.76
2025-03-31 $1.7M 53k 31.96
2024-12-31 $1.7M 51k 34.34
2024-09-30 $1.8M 51k 34.50
2024-06-30 $1.6M 52k 31.15
2024-03-31 $1.6M 50k 32.68
2023-12-31 $1.3M 41k 32.18
2023-09-30 $1.0M 36k 28.20
2023-06-30 $922k 32k 28.80
2023-03-31 $849k 30k 28.56
2022-12-31 $853k 30k 28.42
2022-09-30 $834k 32k 25.74
2022-06-30 $882k 31k 28.22
2022-03-31 $1.1M 33k 31.86
2021-12-31 $1.2M 37k 32.87
2021-09-30 $1.1M 35k 30.83
2021-06-30 $1.1M 35k 31.89
2021-03-31 $1.2M 37k 31.15
2020-12-31 $1.0M 38k 26.59
2020-09-30 $828k 39k 21.08
2020-06-30 $891k 42k 21.17
2020-03-31 $795k 44k 18.03
2019-12-31 $2.6M 91k 28.68
2019-09-30 $2.5M 93k 27.37
2019-06-30 $3.0M 109k 27.11
2019-03-31 $2.8M 101k 27.54
2018-12-31 $2.5M 101k 24.53
2018-09-30 $3.0M 99k 29.71
2018-06-30 $2.0M 69k 29.65
2018-03-31 $1.6M 59k 27.40
2017-12-31 $1.5M 53k 29.05
2017-09-30 $1.3M 16k 84.04
2017-06-30 $1.6M 19k 80.46

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Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Mml Investors Services

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