PFG Financial Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $418k 12k 33.68
2025-06-30 $631k 20k 31.76
2025-03-31 $622k 19k 31.96
2024-12-31 $663k 19k 34.35
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

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Index Etf (IVV)
Ishares Core Msci Eafe Etf (IEFA)
Spdr Portfolio Dvlpd World Ex-us Etf (SPDW)
Ishares Core S&p Mid Cap Etf Etf (IJH)
Ishr Gld Trst Micr Etf Benef Intrst Etf (IAUM)
Ishares Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Index Fund Etf (OEF)
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Fidelity Total Bond Etf Etf (FBND)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Fidelity Msci Cmmnctn Srves Indx Etf (FCOM)

View all positions for PFG Financial Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund