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WisdomTree SmallCap Dividend Fund shares owned by Nbc Securities

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

Historical chart of Nbc Securities investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Nbc Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $565k 16k 35.94
2025-12-31 $267k 8.0k 33.45
2025-09-30 $280k 8.3k 33.68
2025-06-30 $312k 9.8k 31.70
2025-03-31 $323k 10k 31.93
2024-12-31 $355 10 35.50
2024-09-30 $355k 10k 34.46
2024-06-30 $60k 1.9k 30.86
2024-03-31 $63k 1.9k 32.64
2023-12-31 $78k 2.4k 32.01
2023-09-30 $60k 2.1k 27.96

More positions owned by Nbc Securities

Apple Common Stk (AAPL)
State Street Spdr S&p 500 Etf Common Stk (SPY)
Spdr Series Trust Common Stk (SPYM)
Vanguard S&p 500 Etf Common Stk (VOO)
Microsoft Corp Common Stk (MSFT)
Nvidia Corp Common Stk (NVDA)
Alphabet Common Stk (GOOGL)
Amazon.com Common Stk (AMZN)
Broadcom Common Stk (AVGO)
Ishares Core S&p 500 Etf Common Stk (IVV)
Jpmorgan Chase & Co Common Stk (JPM)
Walmart Common Stk (WMT)
Vanguard Ftse Developed Common Stk (VEA)
Nextera Energy Common Stk (NEE)
Invesco Qqq Tr Common Stk (QQQ)

View all positions for Nbc Securities

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Wells Fargo & Company
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers
YCMNET Advisors
Cetera Investment Advisers
Allen Investment Management

View all funds holding WisdomTree SmallCap Dividend Fund