Wisdomtree Us Smallcap Dividen mf shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Wisdomtree Us Smallcap Dividen mf
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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $238k | 4.7k | 51.23 |
| 2024-09-30 | $250k | 4.9k | 51.53 |
| 2024-06-30 | $296k | 6.3k | 47.11 |
| 2024-03-31 | $302k | 6.1k | 49.64 |
| 2023-12-31 | $262k | 5.5k | 47.44 |
| 2023-09-30 | $222k | 5.4k | 41.19 |
| 2023-06-30 | $227k | 5.4k | 42.43 |
| 2023-03-31 | $219k | 5.3k | 41.57 |
| 2022-06-30 | $167k | 4.2k | 39.60 |
| 2022-03-31 | $102k | 2.3k | 44.58 |
| 2021-12-31 | $83k | 1.7k | 47.70 |
| 2021-09-30 | $74k | 1.7k | 44.28 |
| 2021-06-30 | $64k | 1.4k | 46.34 |
| 2021-03-31 | $84k | 1.8k | 45.98 |
| 2020-12-31 | $97k | 2.5k | 39.58 |
| 2020-09-30 | $7.0k | 2.2k | 3.19 |
| 2020-06-30 | $44k | 1.5k | 30.12 |
| 2020-03-31 | $9.0k | 343 | 26.24 |
| 2019-12-31 | $10k | 252 | 39.68 |
| 2019-09-30 | $9.0k | 251 | 35.86 |
| 2018-03-31 | $8.0k | 250 | 32.00 |
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