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Wisdomtree Us Smallcap Dividen mf shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $25k 469 52.96
2025-12-31 $23k 469 49.62
2025-09-30 $20k 409 49.98
2025-06-30 $20k 409 47.82
2025-03-31 $19k 409 46.73
2024-12-31 $21k 409 51.23

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View all positions for Medallion Wealth Advisors

Top funds holding Wisdomtree Us Smallcap Dividen mf

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

View all funds holding Wisdomtree Us Smallcap Dividen mf