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Wisdomtree Us Smallcap Dividen mf shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance 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 Founders Financial Alliance 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 Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 98k 51.53
2024-06-30 $4.6M 98k 47.11
2024-03-31 $4.7M 95k 49.64

More positions owned by Founders Financial Alliance

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Duke Energy Corp Com New (DUK)
Amazon (AMZN)
First Ban (FBNC)
Wisdomtree Tr Us S Cap Qty Div (DGRS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p400 (SPMD)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Founders Financial Alliance

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