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WisdomTree SmallCap Dividend Fund shares owned by Rockingstone Advisors

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

Historical chart of Rockingstone 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 Rockingstone 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 Rockingstone Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $346k 10k 34.35
2024-09-30 $261k 7.6k 34.49
2024-06-30 $218k 7.0k 31.15
2024-03-31 $229k 7.0k 32.68
2023-12-31 $225k 7.0k 32.17
2023-06-30 $202k 7.0k 28.79

More positions owned by Rockingstone Advisors

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Russell 2000 Etf (IWM)
Microsoft Corporation (MSFT)
Intuitive Surgical Com New (ISRG)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Meta Platforms Cl A (META)

View all positions for Rockingstone Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund