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WisdomTree SmallCap Dividend Fund shares owned by Optimum Investment Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Optimum Investment Advisors from 13F filings

Historical chart of Optimum Investment Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
2011-12-31 $326k 7.3k 44.93
2011-09-30 $264k 6.7k 39.37

More positions owned by Optimum Investment Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Vanguard World Inf Tech Etf (VGT)
UnitedHealth (UNH)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Meta Platforms Cl A (META)
Amazon (AMZN)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Optimum Investment Advisors

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