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WisdomTree SmallCap Dividend Fund shares owned by Wrenne Financial Planning

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Wrenne Financial Planning from 13F filings

Historical chart of Wrenne Financial Planning investment in WisdomTree SmallCap Dividend Fund

Jun 302024Jul 14Jul 28Aug 11Aug 25Sep 8Sep 22205k210k215k220k225k65046,504.565056,505.56506
Value ($)Share countHistorical DES position of Wrenne Financial Planning Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Wrenne Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 6.5k 34.49
2024-06-30 $203k 6.5k 31.15