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WisdomTree SmallCap Dividend Fund shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 29k 34.49
2024-06-30 $833k 27k 31.15
2024-03-31 $1.3M 40k 32.68
2023-12-31 $1.2M 38k 32.17
2023-09-30 $1.1M 38k 28.20
2023-06-30 $1.1M 38k 28.79
2023-03-31 $1.1M 38k 28.56
2022-12-31 $1.0M 36k 28.44
2022-09-30 $958k 37k 25.74
2022-06-30 $653k 23k 28.23
2022-03-31 $515k 16k 31.90
2021-12-31 $747k 23k 32.86
2021-09-30 $699k 23k 30.82
2021-06-30 $736k 23k 31.91
2021-03-31 $889k 29k 31.14
2020-12-31 $747k 28k 26.64
2020-09-30 $423k 20k 21.26
2020-06-30 $695k 33k 20.80
2020-03-31 $1.1M 67k 16.86
2019-12-31 $2.2M 78k 28.51
2019-09-30 $2.1M 78k 27.37
2019-06-30 $2.2M 82k 27.11
2019-03-31 $2.3M 82k 27.55
2018-12-31 $376k 15k 24.55
2018-09-30 $432k 15k 29.71
2018-06-30 $431k 15k 29.64
2018-03-31 $387k 14k 26.85
2017-12-31 $487k 17k 29.04
2017-09-30 $461k 17k 27.29

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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