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WisdomTree SmallCap Dividend Fund shares owned by Placemark Investments

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Placemark Investments from 13F filings

Historical chart of Placemark Investments investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Placemark Investments

Quarter filed Position value Share count Share price at filing
2014-12-31 $9.0M 127k 70.92
2014-09-30 $6.2M 95k 64.93
2014-06-30 $6.2M 88k 70.02
2014-03-31 $4.1M 60k 68.27
2013-12-31 $2.8M 42k 67.76

More positions owned by Placemark Investments

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Express Scripts Holding
Ishares Tr Russell 2000 (IWM)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Dj Us Tech Sec (IYW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Dj Us Finl Sec (IYF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Qualcomm (QCOM)
Ishares Tr Dj Us Utils (IDU)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Placemark Investments

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
CI Private Wealth
Assetmark
Raymond James & Associates
Kestra Advisory Services
Advisor Group Holdings
United Capital Financial Advisers

View all funds holding WisdomTree SmallCap Dividend Fund