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WisdomTree SmallCap Dividend Fund shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth 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 Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $344k 10k 34.49
2024-06-30 $223k 7.2k 31.15
2024-03-31 $216k 6.6k 32.68

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr S&p 500 Dv Arist (NOBL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Spdr Ser Tr S&p Ins Etf (KIE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
FedEx Corporation (FDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr U.s. Bas Mtl Etf (IYM)

View all positions for Navis Wealth 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