WisdomTree SmallCap Dividend Fund shares owned by Waterfront Wealth
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 35k | 34.27 |
| 2024-06-30 | $1.1M | 35k | 31.15 |
| 2024-03-31 | $1.1M | 35k | 31.20 |
| 2023-12-31 | $1.3M | 40k | 32.17 |
| 2023-09-30 | $1.1M | 41k | 26.93 |
| 2023-06-30 | $1.2M | 40k | 30.31 |
| 2023-03-31 | $1.2M | 40k | 28.56 |
| 2022-12-31 | $1.2M | 40k | 30.64 |
| 2022-09-30 | $1.2M | 41k | 28.85 |
| 2022-06-30 | $1.1M | 40k | 28.21 |
| 2022-03-31 | $1.2M | 40k | 31.13 |
| 2021-12-31 | $1.4M | 41k | 32.87 |
| 2021-09-30 | $1.2M | 40k | 30.82 |
| 2021-06-30 | $1.2M | 38k | 31.88 |
| 2021-03-31 | $1.0M | 33k | 31.47 |
| 2020-12-31 | $765k | 29k | 26.60 |
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