Sanctuary Advisors »

WisdomTree SmallCap Dividend Fund shares owned by Sanctuary Advisors

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

Historical chart of Sanctuary 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 Sanctuary Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $684k 20k 34.97
2024-09-30 $819k 22k 37.26
2024-06-30 $768k 25k 31.25

More positions owned by Sanctuary Advisors

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Sanctuary Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

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

View all funds holding WisdomTree SmallCap Dividend Fund