WisdomTree SmallCap Dividend Fund shares owned by Sunbelt Securities
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in WisdomTree SmallCap Dividend Fund
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All positions including WisdomTree SmallCap Dividend Fund held by Sunbelt Securities consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $778k | 23k | 34.49 |
2024-06-30 | $720k | 23k | 31.15 |
2024-03-31 | $767k | 24k | 32.68 |
2023-12-31 | $777k | 24k | 32.17 |
2023-09-30 | $681k | 24k | 28.20 |
2023-06-30 | $724k | 25k | 28.79 |
2023-03-31 | $706k | 25k | 28.08 |
2022-12-31 | $687k | 24k | 28.44 |
2022-09-30 | $621k | 24k | 25.74 |
2022-06-30 | $681k | 24k | 28.23 |
2022-03-31 | $810k | 25k | 32.14 |
2021-12-31 | $1.4M | 44k | 31.81 |
2021-09-30 | $1.5M | 49k | 30.95 |
2021-06-30 | $1.5M | 49k | 30.95 |
2021-03-31 | $1.6M | 51k | 31.14 |
2020-12-31 | $1.3M | 51k | 26.61 |
2020-09-30 | $1.5M | 70k | 21.08 |
2020-06-30 | $1.5M | 70k | 21.18 |
2020-03-31 | $1.3M | 71k | 18.03 |
2019-12-31 | $2.6M | 91k | 28.68 |
2019-09-30 | $2.7M | 97k | 27.37 |
2019-06-30 | $2.0M | 75k | 27.11 |
2019-03-31 | $2.1M | 77k | 27.54 |
2018-12-31 | $1.9M | 77k | 24.53 |
2018-09-30 | $2.3M | 78k | 29.70 |
2018-06-30 | $2.1M | 69k | 29.65 |
2016-12-31 | $94k | 1.1k | 82.72 |
2016-06-30 | $137k | 1.9k | 71.66 |
2016-03-31 | $130k | 1.9k | 68.74 |
2015-12-31 | $122k | 1.9k | 64.93 |
2015-09-30 | $118k | 1.9k | 63.00 |
2015-06-30 | $130k | 1.9k | 70.44 |
2015-03-31 | $133k | 1.8k | 72.06 |
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