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WisdomTree SmallCap Dividend Fund shares owned by Pacific Sun Financial Corp

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

Historical chart of Pacific Sun Financial Corp investment in WisdomTree SmallCap Dividend Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Pacific Sun Financial Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 10k 34.49
2024-06-30 $325k 10k 31.15
2024-03-31 $345k 11k 32.68
2023-12-31 $342k 11k 32.17
2023-09-30 $299k 11k 28.20
2023-06-30 $324k 11k 28.56
2022-12-31 $323k 11k 28.44
2022-09-30 $333k 13k 25.75
2022-06-30 $357k 13k 28.24
2022-03-31 $406k 13k 31.87
2021-12-31 $422k 13k 32.87
2021-09-30 $396k 13k 30.84
2020-09-30 $290k 14k 21.09
2020-06-30 $326k 15k 21.20
2020-03-31 $284k 16k 18.03
2019-12-31 $395k 14k 28.71
2019-09-30 $372k 14k 27.39
2019-06-30 $338k 13k 27.13
2018-06-30 $315k 11k 29.83
2018-03-31 $289k 11k 27.37

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Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS)
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View all positions for Pacific Sun Financial Corp

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