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WisdomTree SmallCap Dividend Fund shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $509k 18k 28.22
2023-09-30 $0 1 0.00
2023-06-30 $3.1M 109k 28.56

More positions owned by Ronald Blue Trust

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Etf Ser Solutions Vident Us Equity (VUSE)
Etf Ser Solutions Vident Us Bond (VBND)
Ishares Tr Core Msci Pac (IPAC)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Etf Ser Solutions Vident Internati (VIDI)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Ronald Blue Trust

Top funds holding WisdomTree SmallCap Dividend Fund

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
Commonwealth Equity Services

View all funds holding WisdomTree SmallCap Dividend Fund