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WisdomTree SmallCap Dividend Fund shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth Advisors investment in WisdomTree SmallCap Dividend Fund

Jan 2024Mar 2024May 2024Jul 2024Sep 2024210k220k230k240k250k650070007500
Value ($)Share countHistorical DES position of New Insight Wealth … Source: stockzoa.comValue ($)Share count

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All positions including WisdomTree SmallCap Dividend Fund held by New Insight 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 New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $250k 7.2k 34.49
2024-06-30 $222k 7.1k 31.15
2024-03-31 $251k 7.7k 32.68
2023-12-31 $204k 6.3k 32.17