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Wisdomtree Us Smallcap Dividen mf shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $233k 5.0k 47.11
2024-03-31 $210k 4.2k 49.64
2019-12-31 $2.4M 64k 37.72
2019-09-30 $2.3M 64k 35.49

More positions owned by H D Vest Advisory Services

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)

View all positions for H D Vest Advisory Services

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