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Wisdomtree Us Smallcap Dividen mf shares owned by Linscomb & Williams

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

Historical chart of Linscomb & Williams investment in Wisdomtree Us Smallcap Dividen mf

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All positions including Wisdomtree Us Smallcap Dividen mf held by Linscomb & Williams 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 Linscomb & Williams

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.6M 140k 47.11
2024-03-31 $7.2M 145k 49.64
2023-12-31 $7.0M 147k 47.44
2023-09-30 $6.4M 156k 41.19
2023-06-30 $7.3M 172k 42.43
2023-03-31 $7.8M 187k 41.57
2022-12-31 $7.7M 191k 40.21
2022-09-30 $7.1M 196k 35.95
2022-06-30 $7.9M 199k 39.69
2022-03-31 $9.7M 217k 44.62
2021-12-31 $11M 226k 47.60
2021-09-30 $11M 248k 44.37
2021-06-30 $12M 259k 46.47
2021-03-31 $12M 265k 46.04
2020-12-31 $11M 278k 39.55
2020-09-30 $8.8M 287k 30.70
2020-06-30 $9.1M 303k 30.03
2020-03-31 $7.7M 308k 25.13
2019-12-31 $12M 327k 37.71
2019-09-30 $12M 330k 35.58
2019-06-30 $12M 330k 35.53
2019-03-31 $11M 327k 34.68
2018-12-31 $9.9M 317k 31.15
2018-09-30 $12M 307k 37.70
2018-06-30 $11M 303k 36.69
2018-03-31 $10M 301k 34.35
2017-12-31 $10M 290k 35.72
2017-09-30 $9.8M 285k 34.50
2017-06-30 $9.2M 276k 33.25
2017-03-31 $8.9M 271k 33.07
2016-12-31 $8.7M 257k 33.99
2016-09-30 $7.1M 231k 30.84
2016-06-30 $5.8M 203k 28.66
2016-03-31 $5.5M 194k 28.24
2015-12-31 $4.8M 181k 26.53
2015-09-30 $4.4M 169k 25.98
2015-06-30 $4.3M 145k 29.47
2015-03-31 $4.1M 137k 30.12
2014-12-31 $3.9M 132k 29.26
2014-09-30 $3.6M 134k 27.02
2014-06-30 $3.4M 119k 28.79
2014-03-31 $1.6M 56k 28.43
2013-12-31 $829k 29k 28.60
2013-09-30 $278k 11k 25.98

More positions owned by Linscomb & Williams

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr S&p Divid Etf (SDY)
Apple (AAPL)
Wisdomtree Tr Us High Dividend (DHS)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Lam Research Corporation (LRCX)

View all positions for Linscomb & Williams

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
XML Financial
United Advisor Group

View all funds holding Wisdomtree Us Smallcap Dividen mf