WisdomTree SmallCap Dividend Fund shares owned by Old North State Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Old North State Wealth Management
from 13F filings
Historical chart of Old North State Wealth Management investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Old North State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 42k | 34.36 |
| 2024-09-30 | $1.5M | 43k | 34.49 |
| 2024-06-30 | $1.5M | 48k | 31.15 |
| 2024-03-31 | $1.6M | 47k | 32.68 |
| 2023-12-31 | $1.5M | 47k | 32.17 |
| 2023-09-30 | $1.3M | 47k | 28.20 |
| 2023-06-30 | $1.3M | 47k | 28.79 |
| 2023-03-31 | $1.3M | 46k | 28.56 |
| 2022-12-31 | $1.3M | 47k | 28.44 |
| 2022-09-30 | $1.4M | 53k | 25.74 |
| 2022-06-30 | $1.6M | 56k | 28.22 |
| 2022-03-31 | $1.8M | 56k | 31.87 |
| 2021-12-31 | $1.8M | 56k | 32.86 |
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