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WisdomTree SmallCap Dividend Fund shares owned by Nalls Sherbakoff Group

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

Historical chart of Nalls Sherbakoff 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 Nalls Sherbakoff 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 Nalls Sherbakoff Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.5k 134 33.45
2025-09-30 $4.5k 134 33.68
2025-06-30 $4.3k 134 31.76
2025-03-31 $4.3k 134 31.96
2023-12-31 $4.3k 134 32.17
2023-09-30 $3.8k 134 28.20
2023-06-30 $3.6k 134 26.60
2023-03-31 $3.8k 134 28.08
2018-12-31 $73k 3.0k 24.63

More positions owned by Nalls Sherbakoff Group

Schwab U.s. Broad Market Etf Etf (SCHB)
Schwab International Equity Etf Etf (SCHF)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Real Estate Etf Etf (VNQ)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Old Natl Bancorp Ind Stock (ONB)
Apple Stock (AAPL)
Sprott Asset Management Lp Physical Gold An Cef (CEF)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)
Sprott Asset Management Lp Physical Silver Cef (PSLV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

View all positions for Nalls Sherbakoff Group

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
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