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WisdomTree SmallCap Dividend Fund shares owned by Redmont Wealth Advisors

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Redmont Wealth Advisors from 13F filings

Historical chart of Redmont Wealth Advisors investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $573 17 33.71
2025-06-30 $539 17 31.76
2025-03-31 $543 17 31.94
2024-09-30 $586 17 34.47
2024-06-30 $530 17 31.18

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional International Core Equity Market Etf Etf (DFAI)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Southwest Corp Cef (CSWC)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Curtiss Wright Corp Stock (CW)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for Redmont Wealth Advisors

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