Wisdomtree Us Smallcap Dividen mf shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in Wisdomtree Us Smallcap Dividen mf
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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $26M | 550k | 47.11 |
| 2024-03-31 | $27M | 535k | 49.64 |
| 2023-12-31 | $25M | 526k | 47.44 |
| 2023-09-30 | $21M | 516k | 41.19 |
| 2023-06-30 | $22M | 509k | 42.43 |
| 2023-03-31 | $21M | 496k | 41.57 |
| 2022-12-31 | $20M | 490k | 40.20 |
| 2022-09-30 | $17M | 476k | 35.92 |
| 2022-06-30 | $19M | 471k | 39.66 |
| 2022-03-31 | $21M | 461k | 44.65 |
| 2021-12-31 | $11M | 236k | 47.58 |
| 2021-09-30 | $10M | 226k | 44.37 |
| 2021-06-30 | $9.9M | 214k | 46.47 |
| 2021-03-31 | $9.5M | 208k | 45.99 |
| 2020-12-31 | $7.0M | 178k | 39.55 |
| 2020-09-30 | $5.0M | 162k | 30.68 |
| 2020-06-30 | $4.1M | 138k | 30.03 |
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