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WisdomTree SmallCap Dividend Fund shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $963k 29k 33.68
2025-06-30 $801k 25k 31.76
2025-03-31 $581k 18k 31.96

More positions owned by Paragon Private Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange-traded Dj Internt Idx (FDN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchange Traded Nasdq Semcndtr (FTXL)
Visa Com Cl A (V)

View all positions for Paragon Private Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund