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
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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 |
|---|---|---|---|
| 2025-09-30 | $880k | 26k | 33.68 |
| 2025-06-30 | $833k | 26k | 31.76 |
| 2025-03-31 | $842k | 26k | 31.96 |
| 2024-12-31 | $869k | 25k | 34.35 |
| 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 |
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