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Wisdomtree Us Smallcap Dividen mf shares owned by Well Done

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

Historical chart of Well Done 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 Well Done 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 Well Done

Quarter filed Position value Share count Share price at filing
2024-09-30 $860k 17k 51.53
2024-06-30 $806k 17k 47.11
2024-03-31 $870k 18k 49.64
2023-12-31 $837k 18k 47.44
2023-09-30 $767k 19k 41.19
2023-06-30 $790k 19k 42.43
2023-03-31 $774k 19k 41.57
2022-12-31 $715k 18k 40.21
2018-12-31 $38k 1.2k 31.15
2018-03-31 $38k 1.1k 33.93

More positions owned by Well Done

Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Voxx Intl Corp Cl A (VOXX)
Ishares Tr Msci Usa Min Vol (USMV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Mmentm (MTUM)
Gentex Corporation (GNTX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Abbvie (ABBV)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Msci Eafe Min Vl (EFAV)

View all positions for Well Done

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
XML Financial

View all funds holding Wisdomtree Us Smallcap Dividen mf