TopTier Wealth Management »

WisdomTree SmallCap Dividend Fund shares owned by TopTier Wealth Management

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

Historical chart of TopTier Wealth Management investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by TopTier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 59k 35.94

More positions owned by TopTier Wealth Management

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Wisdomtree Tr Us Smallcap Fund (EES)
Wisdomtree Tr Us Largecap Fund (EPS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Us Midcap Fund (EZM)
Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Wisdomtree Tr Intl Equity Fd (DWM)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for TopTier Wealth Management

Top funds holding WisdomTree SmallCap Dividend Fund

LPL Financial
UBS Group
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Wells Fargo & Company
Raymond James Financial
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Ameriprise Financial
ValMark Advisers
YCMNET Advisors
Cetera Investment Advisers
Allen Investment Management

View all funds holding WisdomTree SmallCap Dividend Fund