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WisdomTree SmallCap Dividend Fund shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 64k 33.68
2025-06-30 $1.9M 60k 31.80
2025-03-31 $1.7M 52k 32.08
2024-12-31 $818k 23k 34.96
2024-09-30 $565k 16k 34.49

More positions owned by Wiley Bros.-aintree Capital

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Wiley Bros.-aintree Capital

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