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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

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
2025-09-30 $214k 6.3k 33.68
2025-06-30 $207k 6.5k 31.76
2025-03-31 $208k 6.5k 31.96
2024-12-31 $223k 6.5k 34.35
2024-09-30 $224k 6.5k 34.49
2024-06-30 $203k 6.5k 31.15

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View all positions for Wrenne Financial Planning

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