Wisdomtree Us Smallcap Dividen mf shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $812k | 16k | 51.53 |
| 2024-06-30 | $838k | 18k | 47.11 |
| 2024-03-31 | $1.0M | 21k | 49.64 |
| 2023-12-31 | $1.3M | 27k | 47.44 |
| 2023-09-30 | $1.2M | 29k | 41.19 |
| 2023-06-30 | $1.3M | 31k | 42.43 |
| 2023-03-31 | $1.2M | 28k | 41.57 |
| 2022-12-31 | $969k | 24k | 40.21 |
| 2022-09-30 | $736k | 21k | 35.96 |
| 2022-06-30 | $754k | 19k | 39.71 |
| 2021-12-31 | $617k | 13k | 47.58 |
| 2021-03-31 | $676k | 15k | 44.60 |
More positions owned by Collaborative Wealth Managment
View all positions for Collaborative Wealth Managment
Top funds holding Wisdomtree Us Smallcap Dividen mf
View all funds holding Wisdomtree Us Smallcap Dividen mf