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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
2024-09-30 $761k 15k 51.53

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Top funds holding Wisdomtree Us Smallcap Dividen mf

Private Wealth Strategies
LPL Financial
Hennion & Walsh Asset Management
Morgan Stanley
Venturi Wealth Management
Raymond James & Associates
Raymond James Financial Services Advisors
Linscomb & Williams
Lvm Capital Management
Bank of America Corporation
Team Financial Group
Founders Financial Alliance
Commonwealth Equity Services
Royal Bank of Canada
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View all funds holding Wisdomtree Us Smallcap Dividen mf