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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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $415k 12k 33.45
2025-09-30 $446k 13k 33.68
2025-06-30 $528k 17k 31.76
2025-03-31 $573k 18k 31.96
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)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation Call Option (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Sanctuary Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Royal Bank of Canada
Raymond James Financial
Wells Fargo & Company
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers
YCMNET Advisors
Cetera Investment Advisers

View all funds holding WisdomTree SmallCap Dividend Fund