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WisdomTree SmallCap Dividend Fund shares owned by Ritter Daniher Financial Advisory LLC / DE

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Ritter Daniher Financial Advisory LLC / DE from 13F filings

Historical chart of Ritter Daniher Financial Advisory LLC / DE investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Ritter Daniher Financial Advisory LLC / DE consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Ritter Daniher Financial Advisory LLC / DE

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 6.3k 33.68

More positions owned by Ritter Daniher Financial Advisory LLC / DE

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Us Quality Grow (QGRW)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Apple (AAPL)
LCNB (LCNB)

View all positions for Ritter Daniher Financial Advisory LLC / DE

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