Wisdomtree Us Smallcap Dividen mf shares owned by Private Advisor
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Wisdomtree Us Smallcap Dividen mf
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All positions including Wisdomtree Us Smallcap Dividen mf held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 28k | 49.98 |
| 2025-06-30 | $1.3M | 28k | 46.55 |
| 2025-03-31 | $1.1M | 24k | 46.50 |
| 2024-12-31 | $1.1M | 22k | 51.23 |
| 2024-09-30 | $1.0M | 20k | 51.53 |
| 2024-06-30 | $909k | 19k | 47.11 |
| 2024-03-31 | $962k | 19k | 49.64 |
| 2023-12-31 | $691k | 15k | 47.44 |
| 2023-09-30 | $487k | 12k | 41.19 |
| 2023-06-30 | $219k | 5.2k | 42.43 |
| 2022-06-30 | $747k | 19k | 39.69 |
| 2022-03-31 | $734k | 15k | 47.56 |
| 2021-12-31 | $734k | 15k | 47.56 |
| 2021-09-30 | $1.2M | 27k | 44.34 |
| 2021-06-30 | $637k | 14k | 46.50 |
| 2021-03-31 | $589k | 13k | 46.04 |
| 2020-12-31 | $419k | 11k | 39.46 |
| 2020-06-30 | $7.0k | 223 | 31.39 |
| 2019-06-30 | $269k | 7.6k | 35.54 |
| 2019-03-31 | $238k | 6.9k | 34.65 |
| 2018-09-30 | $224k | 5.9k | 37.68 |
| 2018-06-30 | $219k | 5.9k | 36.84 |
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