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WisdomTree SmallCap Dividend Fund shares owned by Noble Wealth Management PBC

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

Historical chart of Noble Wealth Management PBC investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Noble Wealth Management PBC

Quarter filed Position value Share count Share price at filing
2025-03-31 $7.5k 236 31.96
2024-12-31 $8.1k 236 34.35

More positions owned by Noble Wealth Management PBC

Apple Stock (AAPL)
Fidelity Investment Grade Bond Etf Etf (FIGB)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares Core S&p Small Cap Etf Etf (IJR)
Innovator U.s. Equity Power Buffer Etf - December Etf (PDEC)
Invesco S&p Smallcap Momentum Etf Etf (XSMO)
Fidelity Enhanced Mid Cap Etf Etf (FMDE)
Spdr Gold Shares Etf (GLD)
Goldman Sachs Equal Weight U.s. Large Cap Equity Etf Etf (GSEW)
Flaherty & Crumrine Total Retu Cef (FLC)
Angel Oak Finl Strategies Incm Com Ben Int Cef (FINS)
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)
Pimco Income Strategy Fd Ii Cef (PFN)
Invesco Qqq Trust Series I Etf (QQQ)
Ft Vest U.s. Small Cap Moderate Buffer Etf - November Etf (SNOV)

View all positions for Noble Wealth Management PBC

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