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WisdomTree SmallCap Dividend Fund shares owned by Parcion Private Wealth

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

Historical chart of Parcion Private Wealth investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 129k 34.49
2024-06-30 $4.0M 129k 31.15
2024-03-31 $4.3M 132k 32.68
2023-12-31 $4.2M 132k 32.17
2023-09-30 $3.7M 132k 28.20
2023-06-30 $3.7M 129k 28.79
2023-03-31 $3.8M 134k 28.56
2022-12-31 $3.8M 134k 28.44
2022-09-30 $3.5M 134k 25.74
2022-06-30 $4.1M 140k 29.11
2022-03-31 $4.5M 140k 31.87
2021-12-31 $4.7M 140k 33.35
2021-09-30 $4.5M 140k 31.83
2021-06-30 $4.5M 140k 31.89
2021-03-31 $4.4M 140k 31.15
2020-12-31 $3.7M 140k 26.60
2020-09-30 $3.0M 140k 21.63
2020-06-30 $3.0M 142k 21.05