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
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Petra Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
Top funds holding WisdomTree SmallCap Dividend Fund
View all funds holding WisdomTree SmallCap Dividend Fund