WisdomTree SmallCap Dividend Fund shares owned by Vance Wealth
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Vance Wealth
from 13F filings
Historical chart of Vance Wealth investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Vance Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $260k | 7.7k | 33.68 |
| 2025-06-30 | $245k | 7.7k | 31.76 |
| 2025-03-31 | $247k | 7.7k | 31.96 |
| 2024-12-31 | $266k | 7.7k | 34.35 |
| 2024-09-30 | $267k | 7.7k | 34.49 |
| 2024-06-30 | $241k | 7.7k | 31.15 |
| 2024-03-31 | $253k | 7.7k | 32.68 |
| 2023-12-31 | $249k | 7.7k | 32.17 |
| 2023-09-30 | $218k | 7.7k | 28.20 |
| 2023-06-30 | $223k | 7.7k | 28.79 |
| 2023-03-31 | $221k | 7.7k | 28.56 |
| 2022-12-31 | $220k | 7.7k | 28.44 |
| 2022-06-30 | $218k | 7.7k | 28.21 |
| 2022-03-31 | $246k | 7.7k | 31.83 |
| 2021-12-31 | $254k | 7.7k | 32.87 |
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