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WisdomTree SmallCap Dividend Fund shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 7.5k 33.68
2022-06-30 $234k 8.3k 28.25
2021-03-31 $268k 8.6k 31.19

More positions owned by Trilogy Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Agrgte (SPAB)
Wisdomtree Tr Emgring Mkts (EMMF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Trilogy Capital

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