WisdomTree SmallCap Dividend Fund shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $208k | 5.1k | 40.68 |
| 2023-03-31 | $106k | 3.7k | 28.56 |
| 2022-12-31 | $105k | 3.7k | 28.44 |
| 2022-09-30 | $95k | 3.7k | 25.67 |
| 2022-06-30 | $135k | 4.8k | 28.24 |
| 2022-03-31 | $152k | 4.8k | 31.79 |
| 2021-12-31 | $157k | 4.8k | 32.84 |
| 2021-09-30 | $147k | 4.8k | 30.75 |
| 2021-06-30 | $152k | 4.8k | 31.79 |
| 2021-03-31 | $149k | 4.8k | 31.17 |
| 2020-12-31 | $127k | 4.8k | 26.56 |
| 2020-09-30 | $101k | 4.8k | 21.13 |
| 2020-06-30 | $101k | 4.8k | 21.13 |
| 2020-03-31 | $86k | 4.8k | 17.99 |
| 2019-12-31 | $53k | 1.9k | 28.46 |
| 2019-09-30 | $51k | 1.9k | 27.39 |
| 2019-06-30 | $50k | 1.9k | 26.85 |
| 2019-03-31 | $48k | 1.7k | 27.73 |
| 2018-12-31 | $41k | 1.7k | 24.33 |
| 2018-09-30 | $50k | 1.7k | 29.67 |
| 2018-06-30 | $50k | 1.7k | 29.67 |
| 2018-03-31 | $46k | 1.7k | 27.30 |
| 2017-12-31 | $47k | 1.6k | 28.75 |
| 2017-09-30 | $46k | 545 | 84.40 |
| 2017-06-30 | $44k | 545 | 80.73 |
| 2017-03-31 | $32k | 394 | 81.22 |
| 2016-12-31 | $33k | 394 | 83.76 |
| 2016-09-30 | $30k | 394 | 76.14 |
| 2016-06-30 | $28k | 394 | 71.07 |
| 2016-03-31 | $27k | 394 | 68.53 |
| 2015-12-31 | $10k | 150 | 66.67 |
| 2015-09-30 | $9.0k | 150 | 60.00 |
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