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WisdomTree SmallCap Dividend Fund shares owned by Northwest Capital Management

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

Historical chart of Northwest Capital Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Northwest Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2k 267 34.49
2024-06-30 $8.3k 267 31.15
2024-03-31 $8.7k 267 32.68
2023-12-31 $8.6k 267 32.17

More positions owned by Northwest Capital Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Mbs Etf (MBB)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Procter & Gamble Company (PG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Northwest Capital Management

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