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WisdomTree SmallCap Dividend Fund shares owned by Revolve Wealth Partners

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

Historical chart of Revolve Wealth Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Revolve Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 5.3k 40.68

More positions owned by Revolve Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Ea Series Trust Intl Quan Value (IVAL)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Spar Int Val Etf (ITAN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Spdr Series Trust St Nuve High Etf (HYMB)
Apple (AAPL)
Spdr Series Trust St Str Nuvee Etf (TFI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Wisdomtree Tr Us Largecap Divd (DLN)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Revolve Wealth Partners

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Wells Fargo & Company
Jones Financial Companies, L.L
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund