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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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Pacific Sun Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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