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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
2024-03-31 $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)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Wisdomtree Us Smallcap Dividen mf

Private Wealth Strategies
Hennion & Walsh Asset Management
UBS Group
Venturi Wealth Management
Team Financial Group
Linscomb & Williams
Raymond James & Associates
Commonwealth Equity Services
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