WisdomTree SmallCap Dividend Fund shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $592k | 17k | 34.49 |
| 2024-06-30 | $537k | 17k | 31.15 |
| 2024-03-31 | $629k | 19k | 32.68 |
| 2023-12-31 | $619k | 19k | 32.17 |
| 2023-09-30 | $549k | 20k | 28.20 |
| 2023-06-30 | $560k | 20k | 28.79 |
| 2023-03-31 | $546k | 19k | 28.56 |
| 2022-12-31 | $543k | 19k | 28.44 |
| 2022-09-30 | $492k | 19k | 25.75 |
| 2022-06-30 | $539k | 19k | 28.21 |
| 2022-03-31 | $658k | 21k | 31.85 |
| 2021-12-31 | $806k | 25k | 32.88 |
| 2021-09-30 | $680k | 22k | 30.85 |
| 2021-06-30 | $703k | 22k | 31.90 |
| 2021-03-31 | $686k | 22k | 31.14 |
| 2020-12-31 | $522k | 20k | 26.59 |
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