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WisdomTree SmallCap Dividend Fund shares owned by Petra Financial Advisors

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

Historical chart of Petra Financial Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Petra Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $873k 25k 34.49
2024-06-30 $788k 25k 31.15
2024-03-31 $827k 25k 32.68
2023-12-31 $814k 25k 32.17
2023-09-30 $740k 26k 28.20
2023-06-30 $755k 26k 28.79
2023-03-31 $760k 27k 28.56
2022-12-31 $757k 27k 28.44

More positions owned by Petra Financial Advisors

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Listed Fd Tr Core Alt Fd (CCOR)
Spdr Gold Tr Gold Shs (GLD)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Guggenheim Strategic Opportu Com Sbi (GOF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Cnx Resources Corporation (CNX)

View all positions for Petra Financial Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund