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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sigma Planning

Quarter filed Position value Share count Share price at filing
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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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Sigma Planning

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