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WisdomTree SmallCap Dividend Fund shares owned by Napatree Capital

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Napatree Capital from 13F filings

Historical chart of Napatree Capital investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Napatree Capital

Quarter filed Position value Share count Share price at filing
2025-03-31 $214k 6.7k 31.96
2024-12-31 $236k 6.9k 34.35
2024-09-30 $237k 6.9k 34.49
2024-06-30 $215k 6.9k 31.15

More positions owned by Napatree Capital

Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Napatree Capital

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