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Wisdomtree Us Smallcap Dividen mf shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran Financial 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 Plante Moran Financial 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 Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $21k 423 49.62

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares National Muni Bond Etf Etf (MUB)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Plante Moran Financial Advisors

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Raymond James Financial
Stonebridge Financial Group
Lido Advisors
Lvm Capital Management
United Advisor Group
Linscomb & Williams
Commonwealth Equity Services
UBS Group
Royal Bank of Canada
XML Financial
Founders Financial Alliance
IFG Advisory
Columbia Advisory Partners
Philip James Wealth Mangement

View all funds holding Wisdomtree Us Smallcap Dividen mf