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Wisdomtree Us Smallcap Dividen mf shares owned by Tyler-Stone Wealth Management

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

Historical chart of Tyler-Stone 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 Tyler-Stone 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 Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $279k 5.4k 51.53
2024-06-30 $111k 2.4k 47.10
2024-03-31 $47k 944 49.65

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
Palantir Technologies Cl A (PLTR)

View all positions for Tyler-Stone Wealth Management

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Hennion & Walsh Asset Management
Morgan Stanley
Lido Advisors
UBS Group
Raymond James Financial
Bank of America Corporation
Venturi Wealth Management
Raymond James & Associates
Stonebridge Financial Group
Raymond James Financial Services Advisors
Independent Advisor Alliance
Lvm Capital Management
Linscomb & Williams
Avestar Capital

View all funds holding Wisdomtree Us Smallcap Dividen mf