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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $494k 15k 33.68
2025-06-30 $775k 23k 34.35
2025-03-31 $641k 20k 31.96
2024-12-31 $771k 23k 34.17
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 $652k 91k 7.17
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 $2.3M 78k 29.70
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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Palantir Technologies Inc Cl A Stock (PLTR)
Innovator Defined Wealth Shield Etf Etf (BALT)

View all positions for Sunbelt Securities

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund