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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
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 Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
Capstar Finl Hldgs (CSTR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Nalls Sherbakoff Group

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund