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WisdomTree SmallCap Dividend Fund shares owned by Prepared Retirement Institute

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Prepared Retirement Institute from 13F filings

Historical chart of Prepared Retirement Institute investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $407k 12k 33.68
2025-06-30 $492k 16k 31.76
2025-03-31 $747k 23k 31.96

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

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