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WisdomTree SmallCap Dividend Fund shares owned by Sfam

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

Historical chart of Sfam investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sfam

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 934 35.95

More positions owned by Sfam

Vanguard Large Cap Large Cap Etf (VV)
iShares Core US Bond Core Us Aggbd Et (AGG)
iShares Russell 2500 Rusel 2500 Etf (SMMD)
iShares Dividend Growth Core Div Grwth (DGRO)
SPDR S&P 500 Growth Fund State Street Spd (SPYG)
Vanguard Short Term Bond Short Trm Bond (BSV)
Vanguard Growth Growth Etf (VUG)
Vanguard Value Value Etf (VTV)
Vaneck Vectors Fallen Fallen Angel Hg (ANGL)
iShares Short Term Muni Shrt Nat Mun Etf (SUB)
Ishares Cohen & Steers Realty Majors Select Us Reit (ICF)
Apple (AAPL)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Eli Lilly & Co. (LLY)
State Street S&P 500 ETF Tr Unit (SPY)

View all positions for Sfam

Top funds holding WisdomTree SmallCap Dividend Fund

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

View all funds holding WisdomTree SmallCap Dividend Fund