WisdomTree SmallCap Dividend Fund shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $709k | 17k | 40.68 |
| 2026-03-31 | $634k | 18k | 35.94 |
| 2025-12-31 | $543k | 16k | 33.45 |
| 2025-09-30 | $546k | 16k | 33.68 |
| 2025-06-30 | $545k | 17k | 31.76 |
| 2025-03-31 | $508k | 16k | 31.96 |
| 2024-12-31 | $523k | 15k | 34.35 |
| 2024-09-30 | $555k | 16k | 34.49 |
| 2024-06-30 | $398k | 13k | 31.15 |
| 2024-03-31 | $353k | 11k | 32.68 |
| 2023-12-31 | $285k | 8.9k | 32.17 |
| 2023-09-30 | $195k | 6.9k | 28.20 |
| 2023-06-30 | $150k | 1.1k | 142.40 |
| 2023-03-31 | $79k | 2.8k | 28.57 |
| 2022-12-31 | $79k | 2.8k | 28.45 |
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