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WisdomTree SmallCap Dividend Fund shares owned by San Luis Wealth Advisors

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

Historical chart of San Luis 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 San Luis 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 San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 4.9k 40.68

More positions owned by San Luis Wealth Advisors

Apple (AAPL)
Ea Series Trust Mark Fo Divi Etf (FDIV)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Ishares Tr Core Divid Etf (DIVB)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ea Series Trust Mark Fo Mome Etf (FMTM)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)

View all positions for San Luis Wealth Advisors

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