WisdomTree SmallCap Dividend Fund shares owned by Southland Equity Partners
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Southland Equity Partners
from 13F filings
Historical chart of Southland Equity Partners investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Southland Equity Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $244k | 7.7k | 31.76 |
| 2025-03-31 | $265k | 8.3k | 31.96 |
| 2024-12-31 | $292k | 8.5k | 34.35 |
| 2024-09-30 | $304k | 8.8k | 34.49 |
| 2024-06-30 | $295k | 9.5k | 31.15 |
| 2024-03-31 | $317k | 9.7k | 32.68 |
| 2023-12-31 | $319k | 9.9k | 32.17 |
| 2023-09-30 | $284k | 10k | 28.20 |
| 2023-06-30 | $294k | 10k | 28.79 |
| 2023-03-31 | $299k | 11k | 28.56 |
| 2022-12-31 | $299k | 11k | 28.44 |
| 2022-09-30 | $274k | 11k | 25.74 |
| 2022-06-30 | $312k | 11k | 28.22 |
| 2022-03-31 | $353k | 11k | 31.87 |
| 2021-12-31 | $365k | 11k | 32.86 |
| 2021-09-30 | $341k | 11k | 30.83 |
| 2021-06-30 | $360k | 11k | 31.89 |
| 2021-03-31 | $417k | 13k | 31.15 |
| 2020-12-31 | $369k | 14k | 26.60 |
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