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Wisdomtree Us Smallcap Dividen mf shares owned by Capital Advisors

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

Historical chart of Capital Advisors 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 Capital Advisors 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $134k 2.6k 51.54
2024-06-30 $122k 2.6k 46.92
2024-03-31 $129k 2.6k 49.62
2023-12-31 $123k 2.6k 47.31
2023-09-30 $107k 2.6k 41.15
2023-06-30 $110k 2.6k 42.31

More positions owned by Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Caesars Entertainment (CZR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Capital Advisors

Top funds holding Wisdomtree Us Smallcap Dividen mf

Private Wealth Strategies
LPL Financial
Hennion & Walsh Asset Management
Morgan Stanley
Venturi Wealth Management
Raymond James & Associates
Raymond James Financial Services Advisors
Linscomb & Williams
Lvm Capital Management
Bank of America Corporation
Team Financial Group
Founders Financial Alliance
Commonwealth Equity Services
Royal Bank of Canada
XML Financial

View all funds holding Wisdomtree Us Smallcap Dividen mf