WisdomTree SmallCap Dividend Fund shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $2.4M | 88k | 26.60 |
| 2020-09-30 | $2.0M | 97k | 21.08 |
| 2020-06-30 | $2.1M | 98k | 21.18 |
| 2020-03-31 | $2.1M | 117k | 18.02 |
| 2019-12-31 | $4.4M | 153k | 28.68 |
| 2019-09-30 | $5.2M | 190k | 27.37 |
| 2019-06-30 | $5.4M | 201k | 27.11 |
| 2019-03-31 | $6.1M | 220k | 27.54 |
| 2018-12-31 | $5.5M | 224k | 24.53 |
| 2018-09-30 | $6.8M | 230k | 29.71 |
| 2018-06-30 | $7.1M | 239k | 29.65 |
| 2018-03-31 | $7.3M | 87k | 84.04 |
| 2017-12-31 | $7.3M | 251k | 29.05 |
| 2017-09-30 | $7.3M | 87k | 84.04 |
| 2017-06-30 | $7.0M | 87k | 80.48 |
| 2017-03-31 | $7.0M | 87k | 80.62 |
| 2016-12-31 | $7.5M | 91k | 82.72 |
| 2016-09-30 | $6.9M | 92k | 75.21 |
| 2016-06-30 | $11M | 149k | 71.66 |
| 2016-03-31 | $10M | 150k | 68.72 |
| 2015-12-31 | $9.2M | 142k | 64.93 |
| 2015-09-30 | $8.6M | 137k | 63.00 |
| 2015-06-30 | $9.2M | 130k | 70.44 |
| 2015-03-31 | $9.1M | 126k | 72.08 |
| 2014-12-31 | $7.1M | 100k | 70.92 |
| 2014-09-30 | $5.9M | 91k | 64.94 |
| 2014-06-30 | $6.0M | 86k | 70.03 |
| 2014-03-31 | $5.4M | 79k | 68.26 |
| 2013-12-31 | $2.7M | 40k | 67.78 |
More positions owned by SVA Plumb Wealth Management
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