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Wisdomtree Us Smallcap Dividen mf shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 278k 49.64
2023-09-30 $13M 308k 41.19
2023-06-30 $11M 262k 42.43
2023-03-31 $8.5M 204k 41.57
2022-12-31 $6.7M 167k 40.21
2022-09-30 $6.3M 174k 35.95
2022-06-30 $6.7M 168k 39.69
2022-03-31 $6.9M 154k 44.62
2021-12-31 $7.1M 150k 47.60
2021-09-30 $4.7M 105k 44.37
2021-06-30 $4.0M 85k 46.47
2021-03-31 $2.5M 55k 46.04
2020-12-31 $1.9M 48k 39.54
2020-09-30 $1.3M 44k 30.70
2020-06-30 $1.6M 53k 30.03
2020-03-31 $1.0M 41k 25.12
2019-12-31 $1.3M 35k 37.72
2019-09-30 $1.3M 36k 35.58
2019-06-30 $1.4M 40k 35.52
2019-03-31 $1.3M 39k 34.67
2018-12-31 $1.1M 35k 31.14
2018-09-30 $1.5M 39k 37.69
2018-06-30 $1.3M 36k 36.69
2018-03-31 $1.9M 56k 34.35
2017-12-31 $2.3M 64k 35.72
2017-09-30 $2.8M 82k 34.50
2017-06-30 $3.8M 113k 33.25
2017-03-31 $4.7M 145k 32.54
2016-12-31 $4.5M 133k 34.08
2016-09-30 $2.9M 96k 30.51
2016-06-30 $2.3M 79k 28.69
2016-03-31 $1.8M 65k 27.58
2015-12-31 $1.3M 49k 26.00
2015-09-30 $420k 16k 27.09
2015-06-30 $384k 13k 29.25
2015-03-31 $389k 13k 30.03
2014-12-31 $318k 11k 29.29
2014-09-30 $218k 8.2k 26.53

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Wisdomtree Us Smallcap Dividen mf

Private Wealth Strategies
Hennion & Walsh Asset Management
Morgan Stanley
UBS Group
LPL Financial
Venturi Wealth Management
Linscomb & Williams
Raymond James & Associates
Team Financial Group
Commonwealth Equity Services
Lvm Capital Management
Bank of America Corporation
Founders Financial Alliance
XML Financial
Royal Bank of Canada

View all funds holding Wisdomtree Us Smallcap Dividen mf