Avant Capital »

Wisdomtree Us Smallcap Dividen mf shares owned by Avant Capital

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

Historical chart of Avant Capital investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Avant Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $216k 5.3k 41.19
2023-06-30 $224k 5.3k 42.43
2023-03-31 $219k 5.3k 41.57
2022-12-31 $211k 5.2k 40.21
2022-06-30 $217k 5.5k 39.63
2022-03-31 $244k 5.5k 44.56
2021-12-31 $266k 5.6k 47.63

More positions owned by Avant Capital

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Proshares Tr S&p Mdcp 400 Div (REGL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Cap Val Etf (MGV)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Avant Capital

Top funds holding Wisdomtree Us Smallcap Dividen mf

Private Wealth Strategies
Hennion & Walsh Asset Management
UBS Group
Venturi Wealth Management
Team Financial Group
Commonwealth Equity Services
Linscomb & Williams
Raymond James & Associates
Lvm Capital Management
Advisor Group Holdings
Bank of America Corporation
CWM
Klr Investment Advisors
Precedent Wealth Partners
Camden Capital

View all funds holding Wisdomtree Us Smallcap Dividen mf