WisdomTree SmallCap Dividend Fund shares owned by Wambolt & Associates
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $226k | 6.6k | 34.35 |
| 2024-09-30 | $308k | 9.1k | 34.01 |
| 2024-03-31 | $445k | 14k | 32.32 |
| 2023-12-31 | $794k | 25k | 32.17 |
| 2023-09-30 | $908k | 33k | 27.78 |
| 2023-06-30 | $922k | 32k | 28.79 |
| 2023-03-31 | $882k | 31k | 28.56 |
| 2022-12-31 | $881k | 31k | 28.44 |
| 2022-09-30 | $797k | 31k | 25.74 |
| 2022-06-30 | $877k | 31k | 28.23 |
| 2022-03-31 | $993k | 31k | 32.05 |
| 2021-12-31 | $1.0M | 31k | 32.87 |
| 2021-09-30 | $936k | 30k | 31.40 |
| 2021-06-30 | $859k | 27k | 32.17 |
| 2021-03-31 | $593k | 19k | 31.50 |
| 2020-12-31 | $289k | 11k | 26.63 |
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