Wisdomtree Us Smallcap Dividen mf shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Wisdomtree Us Smallcap Dividen mf
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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 251k | 51.53 |
| 2024-06-30 | $12M | 248k | 47.11 |
| 2024-03-31 | $11M | 230k | 49.64 |
| 2023-12-31 | $11M | 223k | 47.44 |
| 2023-09-30 | $94k | 2.3k | 41.19 |
| 2023-06-30 | $96k | 2.3k | 42.44 |
| 2023-03-31 | $148k | 3.6k | 41.57 |
| 2022-09-30 | $8.7M | 242k | 35.95 |
| 2022-06-30 | $9.3M | 234k | 39.69 |
| 2022-03-31 | $10M | 233k | 44.62 |
| 2021-12-31 | $10M | 214k | 47.60 |
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