WisdomTree SmallCap Dividend Fund shares owned by Sigma Planning
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in WisdomTree SmallCap Dividend Fund
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All positions including WisdomTree SmallCap Dividend Fund held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $474k | 14k | 33.68 |
| 2025-06-30 | $516k | 16k | 31.76 |
| 2025-03-31 | $534k | 17k | 31.96 |
| 2024-12-31 | $570k | 17k | 34.35 |
| 2024-09-30 | $563k | 16k | 34.49 |
| 2024-06-30 | $515k | 17k | 31.15 |
| 2024-03-31 | $583k | 18k | 32.68 |
| 2023-12-31 | $297k | 9.2k | 32.17 |
| 2023-09-30 | $667k | 24k | 28.20 |
| 2023-06-30 | $707k | 25k | 28.79 |
| 2023-03-31 | $1.1M | 39k | 28.56 |
| 2022-12-31 | $1.2M | 41k | 28.44 |
| 2022-09-30 | $971k | 38k | 25.75 |
| 2022-06-30 | $1.0M | 37k | 28.21 |
| 2022-03-31 | $1.3M | 40k | 31.88 |
| 2021-12-31 | $884k | 27k | 32.87 |
| 2021-09-30 | $541k | 18k | 30.82 |
| 2021-06-30 | $513k | 16k | 31.88 |
| 2021-03-31 | $682k | 22k | 31.13 |
| 2020-12-31 | $563k | 21k | 26.58 |
| 2020-09-30 | $352k | 17k | 21.06 |
| 2020-06-30 | $384k | 18k | 21.19 |
| 2020-03-31 | $326k | 18k | 18.00 |
| 2019-12-31 | $573k | 20k | 28.67 |
| 2019-09-30 | $241k | 8.8k | 27.32 |
| 2019-06-30 | $238k | 8.8k | 27.09 |
| 2019-03-31 | $259k | 9.4k | 27.56 |
| 2018-12-31 | $231k | 9.4k | 24.58 |
| 2018-09-30 | $274k | 9.2k | 29.67 |
| 2018-06-30 | $274k | 9.2k | 29.70 |
| 2018-03-31 | $253k | 9.2k | 27.44 |
| 2017-12-31 | $227k | 7.8k | 29.04 |
| 2017-09-30 | $215k | 2.6k | 84.18 |
| 2017-06-30 | $206k | 2.6k | 80.34 |
| 2017-03-31 | $208k | 2.6k | 80.56 |
| 2016-12-31 | $220k | 2.7k | 82.64 |
| 2016-03-31 | $221k | 3.2k | 68.83 |
| 2015-12-31 | $240k | 3.7k | 65.01 |
| 2015-09-30 | $237k | 3.8k | 62.98 |
| 2015-06-30 | $319k | 4.5k | 70.48 |
| 2015-03-31 | $365k | 5.1k | 72.02 |
| 2014-12-31 | $370k | 5.2k | 70.83 |
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