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WisdomTree SmallCap Dividend Fund shares owned by Sun Financial

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

Historical chart of Sun Financial investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sun Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 5.9k 38.20

More positions owned by Sun Financial

First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Tidal Trust Iii Fundstrat Granny (GRNJ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
First Tr Exchange Traded Nasdaq Buywrite (FTQI)
First Tr Exchange-traded Core Investment (FTCB)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Tidal Trust I Fundstrat Granny (GRNY)
First Tr Exchange-traded SHS (QTEC)
Apple (AAPL)
First Tr Exchange Traded Rba Indl Etf (AIRR)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Sun Financial

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
Jones Financial Companies, L.L
Raymond James Financial
Keybank National Association
Huntington National Bank
Royal Bank of Canada
Ameriprise Financial
ValMark Advisers

View all funds holding WisdomTree SmallCap Dividend Fund