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WisdomTree SmallCap Dividend Fund shares owned by Siena Capital

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

Historical chart of Siena Capital investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Siena Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $186k 7.2k 25.73
2022-06-30 $204k 7.2k 28.22
2022-03-31 $230k 7.2k 31.83
2021-12-31 $243k 7.4k 32.82

More positions owned by Siena Capital

Procter And Gamble Stock (PG)
Ishares Iboxx $ High Yield Corporate Bond Etf (HYG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf (VOO)
Johnson & Johnson Stock (JNJ)
Invesco Ultra Short Duration Etf Etf (GSY)
Ishares Short Treasury Bond Etf Etf (SHV)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Merck & Co Stock (MRK)
Coca Cola Stock (KO)
Philip Morris Intl Stock (PM)
Unitedhealth Group Stock (UNH)
Home Depot Stock (HD)

View all positions for Siena Capital

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