WisdomTree SmallCap Dividend Fund shares owned by Oakmont Partners
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $382k | 12k | 32.68 |
| 2023-12-31 | $370k | 12k | 32.17 |
| 2023-09-30 | $437k | 16k | 28.20 |
| 2023-06-30 | $367k | 13k | 28.79 |
| 2023-03-31 | $677k | 24k | 28.56 |
| 2022-12-31 | $732k | 26k | 28.44 |
| 2022-09-30 | $729k | 28k | 25.73 |
| 2022-06-30 | $1.1M | 37k | 28.21 |
| 2022-03-31 | $1.3M | 41k | 31.87 |
| 2021-12-31 | $840k | 26k | 32.87 |
| 2021-09-30 | $866k | 28k | 30.83 |
| 2021-06-30 | $908k | 29k | 31.88 |
| 2021-03-31 | $887k | 29k | 31.15 |
| 2020-12-31 | $813k | 31k | 26.59 |
| 2020-09-30 | $670k | 32k | 21.07 |
| 2020-06-30 | $682k | 32k | 21.17 |
| 2020-03-31 | $587k | 33k | 18.03 |
| 2019-12-31 | $966k | 34k | 28.69 |
| 2019-09-30 | $928k | 34k | 27.37 |
| 2019-06-30 | $965k | 36k | 27.11 |
| 2019-03-31 | $1.1k | 36k | 0.03 |
| 2018-12-31 | $1.2M | 40k | 29.71 |
| 2018-09-30 | $1.2M | 40k | 29.71 |
| 2018-06-30 | $1.3M | 45k | 29.66 |
| 2018-03-31 | $1.3M | 49k | 27.40 |
| 2017-12-31 | $1.4M | 50k | 29.06 |
| 2017-09-30 | $1.4M | 17k | 84.06 |
| 2017-06-30 | $1.3M | 17k | 80.47 |
| 2017-03-31 | $1.4M | 18k | 80.60 |
| 2016-12-31 | $1.5M | 18k | 82.69 |
| 2016-09-30 | $1.4M | 19k | 75.22 |
| 2016-06-30 | $1.4M | 19k | 71.66 |
| 2016-03-31 | $1.4M | 20k | 68.71 |
| 2015-12-31 | $1.4M | 21k | 64.93 |
| 2015-09-30 | $1.4M | 22k | 63.01 |
| 2015-06-30 | $1.5M | 22k | 70.42 |
| 2015-03-31 | $1.6M | 22k | 72.09 |
| 2014-12-31 | $1.6M | 23k | 70.60 |
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