Wisdomtree Us Smallcap Dividen mf shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Wisdomtree Us Smallcap Dividen mf
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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $331k | 5.6k | 59.37 |
| 2026-03-31 | $305k | 5.8k | 52.97 |
| 2025-12-31 | $278k | 5.6k | 49.62 |
| 2025-09-30 | $587k | 12k | 49.99 |
| 2025-06-30 | $580k | 13k | 46.55 |
| 2025-03-31 | $525k | 11k | 46.50 |
| 2024-12-31 | $554k | 11k | 51.24 |
| 2024-09-30 | $487k | 9.4k | 51.54 |
| 2024-06-30 | $472k | 10k | 47.11 |
| 2024-03-31 | $510k | 10k | 49.64 |
| 2023-12-31 | $502k | 11k | 47.45 |
| 2023-09-30 | $430k | 10k | 41.19 |
| 2023-06-30 | $417k | 9.1k | 45.75 |
| 2023-03-31 | $398k | 9.6k | 41.57 |
| 2022-12-31 | $475k | 12k | 40.21 |
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