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Wisdomtree Us Smallcap Dividen mf shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments 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 LifeWealth Investments 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 LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $901k 18k 49.98
2025-06-30 $805k 17k 46.55
2025-03-31 $687k 15k 46.50

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Wisdomtree Tr Floatng Rat Trea (USFR)
Capitol Ser Tr Sterling Cap Enh (SCEC)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Rus Mdcp Val Etf (IWS)
Pimco Dynamic Income SHS (PDI)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for LifeWealth Investments

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Morgan Stanley
Raymond James Financial
Stonebridge Financial Group
Lido Advisors
Lvm Capital Management
Linscomb & Williams
Commonwealth Equity Services
United Advisor Group
Royal Bank of Canada
UBS Group
XML Financial
Founders Financial Alliance
IFG Advisory
Stonebridge Wealth Management

View all funds holding Wisdomtree Us Smallcap Dividen mf