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WisdomTree SmallCap Dividend Fund shares owned by Nauset Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Nauset Wealth Management from 13F filings

Historical chart of Nauset Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Nauset Wealth Management

Quarter filed Position value Share count Share price at filing
2022-03-31 $74k 2.3k 32.08

More positions owned by Nauset Wealth Management

Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-inds (XLI)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core S&p500 Etf (IVV)
Abrdn Etfs Bbrg All Commdy (BCD)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)
Ishares Gold Tr Ishares New (IAU)
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p Mc 400vl Etf (IJJ)
American Tower Reit (AMT)
Spdr Ser Tr S&p Bk Etf (KBE)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Nauset Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund