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WisdomTree SmallCap Dividend Fund shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by United Advisor 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 37k 33.68
2025-06-30 $1.2M 37k 31.76
2025-03-31 $1.2M 37k 31.96
2024-12-31 $1.3M 37k 34.35
2024-09-30 $1.3M 39k 34.49
2024-06-30 $1.2M 38k 31.15
2024-03-31 $1.1M 34k 32.68

More positions owned by United Advisor Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ea Series Trust Strive 500 Etf (STRV)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Us Largecap Divd (DLN)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Alphabet Cap Stk Cl A (GOOGL)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)

View all positions for United Advisor 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