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Wisdomtree Us Smallcap Dividen mf shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial 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 WealthPoint Financial 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 WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $456k 9.2k 49.62

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding Wisdomtree Us Smallcap Dividen mf

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

View all funds holding Wisdomtree Us Smallcap Dividen mf