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Wisdomtree Us Smallcap Dividen mf shares owned by Brian McDonald

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

Historical chart of Brian McDonald investment in Wisdomtree Us Smallcap Dividen mf

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All positions including Wisdomtree Us Smallcap Dividen mf held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9k 199 49.62
2025-09-30 $9.9k 199 49.98

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Brian McDonald

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