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WisdomTree SmallCap Dividend Fund shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $300k 8.7k 34.49
2024-06-30 $8.5M 295k 28.73
2024-03-31 $291k 8.9k 32.68
2023-09-30 $252k 9.0k 28.20

More positions owned by Strategic Financial Concepts

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T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Strategic Financial Concepts

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