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Wisdomtree Us Smallcap Dividen mf shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 35k 51.53
2024-06-30 $1.4M 30k 47.10
2024-03-31 $3.4M 69k 49.64
2023-12-31 $3.1M 65k 47.43
2023-09-30 $730k 18k 41.21
2023-06-30 $113k 2.7k 42.43
2023-03-31 $2.0k 57 35.09
2019-06-30 $1.0k 20 50.00
2019-03-31 $1.0k 20 50.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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