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WisdomTree SmallCap Dividend Fund shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 37k 35.94
2025-12-31 $437k 13k 33.45
2025-09-30 $440k 13k 33.68
2025-06-30 $415k 13k 31.76

More positions owned by SRS Capital Advisors

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Ishares Tr Core S&p500 Etf (IVV)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
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Spdr Series Trust State Street Spd (TFI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
NVIDIA Corporation (NVDA)
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Eldridge Bbb-b Clo Etf Etf (CLOZ)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for SRS Capital Advisors

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Wells Fargo & Company
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund