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WisdomTree SmallCap Dividend Fund shares owned by SGL Investment Advisors

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

Historical chart of SGL Investment 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 SGL Investment 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 SGL Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $477k 13k 36.18

More positions owned by SGL Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Cummins (CMI)
Home Depot (HD)
Mastercard Incorporated Cl A (MA)
Palo Alto Networks (PANW)
Chevron Corporation (CVX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Travelers Companies (TRV)
O'reilly Automotive (ORLY)
Public Storage (PSA)
Johnson & Johnson (JNJ)
ConAgra Foods (CAG)
Alphabet Cap Stk Cl C (GOOG)

View all positions for SGL Investment Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund