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WisdomTree SmallCap Dividend Fund shares owned by Wealth Group

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

Historical chart of Wealth 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 Wealth 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 Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $235k 6.8k 34.42
2024-06-30 $213k 6.8k 31.20
2024-03-31 $223k 6.8k 32.66

More positions owned by Wealth Group

Apple (AAPL)
Microsoft Corporation (MSFT)
TJX Companies (TJX)
NVIDIA Corporation (NVDA)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Truist Financial Corp equities (TFC)
McDonald's Corporation (MCD)
Chevron Corporation (CVX)
Mastercard Incorporated Cl A (MA)
Duke Energy Corp Com New (DUK)
Meta Platforms Cl A (META)
Home Depot (HD)
Procter & Gamble Company (PG)

View all positions for Wealth Group

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
LPL Financial
Bank of America Corporation
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Raymond James & Associates
Mercer Global Advisors
Commonwealth Equity Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund