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WisdomTree SmallCap Dividend Fund shares owned by Wealthcare Advisory Partners

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Wealthcare Advisory Partners from 13F filings

Historical chart of Wealthcare Advisory Partners investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 104k 33.68
2025-06-30 $3.3M 105k 31.76
2025-03-31 $3.2M 101k 31.96
2024-12-31 $3.5M 101k 34.35
2024-09-30 $3.6M 104k 34.49
2024-06-30 $3.7M 118k 31.15
2024-03-31 $4.0M 122k 32.68
2023-12-31 $3.7M 114k 32.17
2023-09-30 $3.4M 122k 28.20
2023-06-30 $3.5M 123k 28.79
2023-03-31 $3.6M 126k 28.56
2022-12-31 $3.5M 124k 28.44
2022-09-30 $2.9M 111k 25.74
2022-06-30 $3.3M 117k 28.22
2022-03-31 $2.1M 67k 31.88
2021-12-31 $1.4M 43k 32.86
2021-09-30 $2.1M 70k 30.83
2021-06-30 $2.4M 74k 31.89
2021-03-31 $2.1M 68k 31.15
2020-12-31 $1.8M 67k 26.60
2020-09-30 $1.5M 73k 21.07
2020-06-30 $1.7M 82k 21.18
2020-03-31 $1.3M 72k 18.02
2019-12-31 $1.8M 62k 28.69
2019-09-30 $1.6M 60k 27.38
2019-06-30 $1.5M 55k 27.11
2019-03-31 $1.5M 53k 27.53
2018-12-31 $1.2M 47k 24.53
2018-09-30 $1.4M 47k 29.70
2018-06-30 $1.3M 45k 29.65
2018-03-31 $1.2M 43k 27.39
2017-12-31 $1.2M 43k 29.05
2017-09-30 $1.1M 13k 84.02
2016-06-30 $123k 1.7k 71.93

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Wealthcare Advisory Partners

Top funds holding WisdomTree SmallCap Dividend Fund

Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Mercer Global Advisors
Raymond James Financial
Royal Bank of Canada
Keybank National Association
Huntington National Bank
Jones Financial Companies, L.L
Wells Fargo & Company
Ameriprise Financial
Kestra Advisory Services
CI Private Wealth

View all funds holding WisdomTree SmallCap Dividend Fund