WisdomTree SmallCap Dividend Fund shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 95k | 33.68 |
| 2025-06-30 | $3.1M | 97k | 31.76 |
| 2025-03-31 | $3.3M | 102k | 31.96 |
| 2024-12-31 | $708k | 21k | 34.35 |
| 2024-09-30 | $485k | 14k | 34.49 |
| 2024-06-30 | $447k | 14k | 31.15 |
| 2024-03-31 | $476k | 15k | 32.68 |
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