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
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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 |
|---|---|---|---|
| 2025-09-30 | $917k | 27k | 33.68 |
| 2025-06-30 | $936k | 30k | 31.76 |
| 2025-03-31 | $947k | 30k | 31.96 |
| 2024-12-31 | $1.3M | 37k | 34.35 |
| 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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