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WisdomTree SmallCap Dividend Fund shares owned by Moller Financial Services

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

Historical chart of Moller 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 Moller Financial 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 Moller Financial Services

Quarter filed Position value Share count Share price at filing
2012-12-31 $1.0M 20k 50.93
2012-06-30 $979k 20k 48.21
2012-03-31 $994k 20k 49.05
2011-12-31 $908k 20k 44.88
2011-09-30 $1.0M 26k 39.36
2011-06-30 $1.2M 26k 47.64
2011-03-31 $1.3M 27k 48.64

More positions owned by Moller Financial Services

Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Emer (FNDE)

View all positions for Moller Financial Services

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