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Wisdomtree Us Smallcap Dividen mf shares owned by Assetmark

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Wisdomtree Us Smallcap Dividen mf

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All positions including Wisdomtree Us Smallcap Dividen mf held by Assetmark consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Assetmark

Quarter filed Position value Share count Share price at filing
2025-12-31 $50k 1.0k 49.60
2025-09-30 $50k 1.0k 49.96
2025-06-30 $47k 1.0k 46.53

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Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Raymond James Financial
Stonebridge Financial Group
Lido Advisors
Lvm Capital Management
United Advisor Group
Linscomb & Williams
Commonwealth Equity Services
UBS Group
Royal Bank of Canada
XML Financial
Founders Financial Alliance
IFG Advisory
Columbia Advisory Partners
Philip James Wealth Mangement

View all funds holding Wisdomtree Us Smallcap Dividen mf