Wealthcare Capital Partners »

Wisdomtree Us Smallcap Dividen mf shares owned by Wealthcare Capital Partners

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Wealthcare Capital Partners from 13F filings

Historical chart of Wealthcare Capital Partners 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 Wealthcare Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $425k 8.5k 49.98
2025-06-30 $393k 8.4k 46.55
2025-03-31 $389k 8.4k 46.50
2024-12-31 $464k 9.1k 51.23

More positions owned by Wealthcare Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Total Stk Mkt (VTI)
UnitedHealth (UNH)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)

View all positions for Wealthcare Capital Partners

Top funds holding Wisdomtree Us Smallcap Dividen mf

LPL Financial
Morgan Stanley
Raymond James Financial
Stonebridge Financial Group
Lido Advisors
Lvm Capital Management
Linscomb & Williams
Commonwealth Equity Services
United Advisor Group
Royal Bank of Canada
UBS Group
XML Financial
Founders Financial Alliance
IFG Advisory
Stonebridge Wealth Management

View all funds holding Wisdomtree Us Smallcap Dividen mf