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WisdomTree SmallCap Dividend Fund shares owned by Milestone Group

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

Historical chart of Milestone Group investment in WisdomTree SmallCap Dividend Fund

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Milestone Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $695k 21k 33.68
2025-06-30 $661k 21k 31.76
2025-03-31 $660k 21k 31.96
2024-12-31 $710k 21k 34.38
2024-09-30 $750k 22k 34.49
2024-06-30 $677k 22k 31.15
2024-03-31 $711k 22k 32.68
2023-12-31 $664k 21k 32.19
2023-09-30 $582k 21k 28.20
2023-06-30 $604k 21k 28.79
2023-03-31 $602k 21k 28.56
2022-12-31 $624k 22k 28.44
2022-09-30 $325k 12k 27.37
2022-06-30 $651k 23k 28.24
2022-03-31 $735k 23k 31.88
2021-12-31 $771k 24k 32.87
2021-09-30 $325k 12k 27.37
2021-06-30 $967k 30k 31.90
2021-03-31 $1.0M 32k 31.15
2020-12-31 $2.4M 92k 26.60
2020-09-30 $2.5M 121k 21.08
2020-06-30 $3.1M 145k 21.18
2020-03-31 $3.1M 172k 18.02
2019-12-31 $6.7M 235k 28.68
2019-09-30 $325k 12k 27.37
2019-06-30 $446k 16k 27.13
2019-03-31 $453k 16k 27.55
2018-12-31 $495k 20k 24.54
2018-09-30 $599k 20k 29.69
2018-06-30 $598k 20k 29.64
2018-03-31 $558k 20k 27.39
2017-12-31 $592k 20k 29.06
2017-09-30 $571k 6.8k 84.08
2017-06-30 $547k 6.8k 80.55
2017-03-31 $547k 6.8k 80.55
2016-12-31 $649k 7.9k 82.66
2016-09-30 $829k 11k 75.23
2016-06-30 $790k 11k 71.69

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

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