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WisdomTree SmallCap Dividend Fund shares owned by Tidemark

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

Historical chart of Tidemark investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Tidemark

Quarter filed Position value Share count Share price at filing
2024-09-30 $46k 1.3k 34.49
2024-06-30 $51k 1.6k 31.15
2024-03-31 $53k 1.6k 32.68
2023-12-31 $52k 1.6k 32.17

More positions owned by Tidemark

Invesco Total MF Closed and MF Open (GTO)
Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco Exchange MF Closed and MF Open (SPHQ)
Global X MF Closed and MF Open (AUSF)
Spdr Mortgage MF Closed and MF Open (SPMB)
Wisdomtree Dynamic MF Closed and MF Open (DDWM)
Invesco S&p MF Closed and MF Open (IDMO)
Ishares S&p MF Closed and MF Open (IVE)
Blackrock Flexible MF Closed and MF Open (BINC)
Avantis Emerging MF Closed and MF Open (AVEM)
Apple Common Stock (AAPL)
Sector Technology MF Closed and MF Open (XLK)
Spdr Portfolio MF Closed and MF Open (SPTL)
Tesla Common Stock (TSLA)

View all positions for Tidemark

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
Bank of America Corporation
UBS Group
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Stifel Financial
Raymond James & Associates
Mercer Global Advisors

View all funds holding WisdomTree SmallCap Dividend Fund