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Wisdomtree Us Smallcap Dividen mf shares owned by Willner & Heller

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

Historical chart of Willner & Heller investment in Wisdomtree Us Smallcap Dividen mf

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All positions including Wisdomtree Us Smallcap Dividen mf held by Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 6.2k 49.98
2025-06-30 $449k 9.6k 46.55
2025-03-31 $436k 9.4k 46.50
2024-12-31 $348k 6.8k 51.23

More positions owned by Willner & Heller

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Amazon (AMZN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Cathay General Ban (CATY)
Goldman Sachs (GS)
Abbvie (ABBV)
Vanguard World Mega Grwth Ind (MGK)
Lam Research Corp Com New (LRCX)
Ishares Tr Rus Md Cp Gr Etf (IWP)

View all positions for Willner & Heller

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