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WisdomTree SmallCap Dividend Fund shares owned by PFG Financial Advisors

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

Historical chart of PFG 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 PFG 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 PFG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $817k 24k 34.49
2024-06-30 $916k 29k 31.15
2024-03-31 $958k 29k 32.68
2023-12-31 $951k 30k 32.17
2023-09-30 $959k 34k 28.20
2023-06-30 $1.1M 39k 28.79
2023-03-31 $1.5M 51k 28.56
2022-12-31 $1.7M 60k 28.44
2022-09-30 $1.8M 70k 25.73
2022-06-30 $1.7M 59k 28.22
2022-03-31 $1.3M 42k 31.88
2021-12-31 $1.3M 41k 31.74
2021-09-30 $1.2M 39k 30.82
2021-06-30 $1.2M 39k 31.89
2021-03-31 $1.2M 40k 31.14
2020-12-31 $1.1M 41k 26.59
2020-09-30 $884k 42k 21.08
2020-06-30 $630k 30k 21.19
2020-03-31 $397k 22k 18.02
2019-12-31 $571k 20k 28.67
2019-09-30 $531k 19k 27.36
2019-06-30 $512k 19k 27.10
2019-03-31 $386k 14k 27.53
2018-12-31 $219k 8.9k 24.58
2018-09-30 $240k 8.1k 29.76
2018-06-30 $230k 7.8k 29.62
2016-06-30 $684k 9.5k 71.68
2016-03-31 $710k 10k 68.75
2015-12-31 $5.8M 89k 64.93
2015-09-30 $5.5M 88k 63.00
2015-06-30 $6.0M 85k 70.44
2015-03-31 $6.3M 88k 72.08
2014-12-31 $5.9M 84k 70.92
2014-09-30 $217k 3.3k 64.87
2014-06-30 $227k 3.2k 70.06
2014-03-31 $216k 3.2k 68.27
2013-12-31 $235k 3.5k 67.66

More positions owned by PFG Financial Advisors

Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Aggregate Bond Etf Etf (AGG)
Microsoft Corporation (MSFT)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Amt-free Muni Bond Etf Etf (MUB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Fid Msci Info Technology Index Etf Etf (FTEC)

View all positions for PFG 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