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WisdomTree SmallCap Dividend Fund shares owned by Northstar Wealth Partners

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

Historical chart of Northstar Wealth Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Northstar Wealth Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $356k 17k 21.06
2017-12-31 $1.1M 39k 29.15
2017-09-30 $1.1M 13k 84.64
2017-06-30 $1.2M 15k 79.84
2017-03-31 $975k 12k 78.85

More positions owned by Northstar Wealth Partners

Apple (AAPL)
SPDR S&P Tr Unit (SPY)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Pfizer (PFE)
Old Dominion Freight Line (ODFL)
Intel Corporation (INTC)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Cisco Systems (CSCO)
Spdr Gold Gold Shs (GLD)
Vanguard Growth Growth Etf (VUG)
Merck & Co (MRK)
Kimberly-Clark Corporation (KMB)
Vanguard Dividend Div App Etf (VIG)

View all positions for Northstar Wealth Partners

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