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Wisdomtree Us Smallcap Dividen mf shares owned by SHP Wealth Management

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by SHP Wealth Management from 13F filings

Historical chart of SHP Wealth Management 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 SHP Wealth Management 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $695 14 49.64

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

Top funds holding Wisdomtree Us Smallcap Dividen mf

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

View all funds holding Wisdomtree Us Smallcap Dividen mf