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Strategic Financial Concepts »

Wisdomtree Us Smallcap Dividen mf shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.7M	34k	49.98
2025-06-30	$910k	20k	46.55
2025-03-31	$895k	19k	46.50
2024-12-31	$887k	17k	51.23
2024-09-30	$761k	15k	51.53

More positions owned by Strategic Financial Concepts

Spdr Series Trust Prtflo S&p500 Gw (SPYG)

Spdr Series Trust Portfli Intrmdit (SPTI)

Spdr Series Trust Prtflo S&p500 Vl (SPYV)

Spdr Series Trust Port Mtg Bk Etf (SPMB)

Spdr Series Trust Portfolio Intrmd (SPIB)

Spdr Index Shs Fds Portfolio Devlpd (SPDW)

Spdr Series Trust Portfolio S&p600 (SPSM)

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

T Rowe Price Etf Ultra Shrt Trm (TBUX)

Vanguard Specialized Funds Div App Etf (VIG)

Vaneck Etf Trust Ig Floating Rate (FLTR)

Spdr Series Trust Bloomberg 1-3 Mo (BIL)

Vanguard Index Fds Total Stk Mkt (VTI)

Select Sector Spdr Tr Financial (XLF)

Tesla Motors (TSLA)

View all positions for Strategic Financial Concepts

Top funds holding Wisdomtree Us Smallcap Dividen mf

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Stonebridge Financial Group

Lido Advisors

Lvm Capital Management

Linscomb & Williams

Commonwealth Equity Services

Founders Financial Alliance

IFG Advisory

Stonebridge Wealth Management

View all funds holding Wisdomtree Us Smallcap Dividen mf

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