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Wisdomtree Us Smallcap Dividen mf shares owned by Golden State Wealth Management

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

Historical chart of Golden State 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 Golden State 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $70k 1.4k 49.65
2025-09-30 $70k 1.4k 49.98
2025-06-30 $65k 1.4k 46.57
2025-03-31 $34k 733 46.52
2024-12-31 $26k 501 51.26
2020-03-31 $16k 632 25.32
2019-09-30 $22k 632 34.81
2019-06-30 $22k 632 34.81
2019-03-31 $22k 632 34.81