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Wisdomtree Us Smallcap Dividen mf shares owned by Geneos Wealth Management

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

Historical chart of Geneos 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 Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $11k 225 47.11
2024-03-31 $11k 225 49.64
2023-12-31 $11k 225 47.44
2023-09-30 $9.3k 225 41.19
2023-06-30 $9.5k 225 42.43
2023-03-31 $9.4k 225 41.57
2022-12-31 $9.0k 225 40.21
2022-09-30 $8.0k 225 35.56
2022-06-30 $9.0k 225 40.00
2022-03-31 $10k 225 44.44
2021-12-31 $10k 225 44.44
2021-09-30 $11k 250 44.00
2021-06-30 $11k 250 44.00