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WisdomTree SmallCap Dividend Fund shares owned by Private Advisor

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

Historical chart of Private Advisor investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 42k 34.49
2024-06-30 $1.7M 55k 31.19
2024-03-31 $1.9M 57k 32.65
2023-12-31 $2.3M 73k 32.08
2023-09-30 $2.0M 71k 27.83
2023-06-30 $1.3M 43k 29.26
2023-03-31 $1.3M 45k 28.56
2022-12-31 $1.3k 46k 0.03
2022-09-30 $1.2M 48k 25.75
2022-06-30 $1.4M 48k 28.21
2022-03-31 $785k 24k 32.85
2021-12-31 $785k 24k 32.85
2021-09-30 $942k 31k 30.83
2021-06-30 $2.3M 72k 31.88
2021-03-31 $2.2M 71k 31.15
2020-12-31 $1.7M 63k 26.60
2020-09-30 $827k 39k 21.09
2020-06-30 $772k 37k 21.17
2020-03-31 $971k 54k 18.02
2019-12-31 $2.4M 83k 28.68
2019-09-30 $2.1M 75k 27.45
2019-06-30 $1.9M 71k 27.11
2019-03-31 $2.0M 71k 27.54
2018-12-31 $1.6M 67k 24.53
2018-09-30 $9.1M 308k 29.71
2018-06-30 $427k 14k 29.79
2018-03-31 $1.1M 41k 27.40
2017-12-31 $564k 19k 29.18
2017-09-30 $1.5M 18k 84.70
2017-06-30 $1.3M 16k 79.92
2017-03-31 $1.3M 16k 78.85
2016-12-31 $1.3M 16k 82.56
2016-09-30 $951k 13k 74.08
2016-06-30 $789k 11k 71.50
2016-03-31 $705k 10k 68.72
2015-12-31 $717k 11k 64.97
2015-09-30 $666k 11k 63.03
2015-06-30 $809k 12k 70.45
2015-03-31 $794k 11k 72.07
2014-12-31 $634k 8.9k 70.90
2014-09-30 $565k 8.7k 64.99
2014-06-30 $552k 7.9k 70.10
2014-03-31 $513k 7.5k 68.26
2013-12-31 $509k 7.5k 67.79

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View all positions for Private Advisor

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