WisdomTree SmallCap Dividend Fund shares owned by SC&H Financial Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by SC&H Financial Advisors
from 13F filings
Historical chart of SC&H Financial Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by SC&H Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 46k | 33.68 |
| 2025-06-30 | $1.5M | 46k | 31.76 |
| 2025-03-31 | $1.3M | 41k | 31.96 |
| 2024-12-31 | $1.4M | 41k | 34.35 |
| 2024-09-30 | $1.6M | 46k | 34.49 |
| 2024-06-30 | $1.4M | 46k | 31.15 |
| 2024-03-31 | $1.5M | 45k | 32.68 |
| 2023-12-31 | $1.5M | 45k | 32.17 |
| 2023-09-30 | $1.8M | 63k | 28.20 |
| 2023-06-30 | $1.8M | 63k | 28.79 |
| 2023-03-31 | $1.8M | 63k | 28.56 |
| 2022-12-31 | $1.8M | 63k | 28.44 |
| 2022-09-30 | $1.7M | 66k | 25.73 |
| 2022-06-30 | $1.9M | 66k | 28.22 |
| 2022-03-31 | $2.1M | 66k | 31.87 |
| 2021-12-31 | $2.2M | 66k | 32.86 |
Top funds holding WisdomTree SmallCap Dividend Fund
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