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WisdomTree SmallCap Dividend Fund shares owned by Ohe Financial

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Ohe Financial from 13F filings

Historical chart of Ohe Financial investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Ohe Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 53k 34.49
2024-06-30 $1.6M 51k 31.15
2024-03-31 $1.7M 51k 32.68
2023-09-30 $1.4M 49k 28.20
2023-06-30 $1.4M 48k 28.79
2023-03-31 $1.2M 42k 28.56
2022-12-31 $1.1M 40k 28.44
2022-09-30 $1.4M 54k 25.74
2022-06-30 $1.3M 47k 28.22
2022-03-31 $1.2M 39k 31.87
2021-12-31 $1.1M 32k 32.85
2021-09-30 $968k 31k 30.83

More positions owned by Ohe Financial

Vanguard Growth Index Fund Etf (VUG)
Vaneck Vectors Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p 500 Growth Etf Etf (IVW)
Vanguard Total Bond Market Index Fund Etf (BND)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Schwab Fundamental U.s. Large Company Index Etf Etf (FNDX)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
Berkshire Hathaway Inc Class B Stock (BRK.B)
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)
Vanguard Dividend Appreciation Index Fund Etf (VIG)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)

View all positions for Ohe Financial

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