Evolution Wealth Management »

Wisdomtree Us Smallcap Dividen mf shares owned by Evolution Wealth Management

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

Historical chart of Evolution Wealth Management 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 Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.1k 122 49.61
2025-09-30 $1.1k 21 50.00

More positions owned by Evolution Wealth Management

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Spdr Series Trust State Street Spd (SPYM)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Listed Fds Tr Shares Lag Cap (OVL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)

View all positions for Evolution Wealth Management

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