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WisdomTree Emerging Mkts Small Cp Div shares owned by Relative Value Partners

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value Partners investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Relative Value Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 212k 49.92
2023-09-30 $7.6M 164k 46.26
2023-06-30 $11M 237k 46.53
2023-03-31 $11M 237k 45.79
2022-12-31 $8.7M 198k 43.99
2022-09-30 $6.1M 155k 39.82
2022-06-30 $4.1M 91k 44.77

More positions owned by Relative Value Partners

Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Intr Trm Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Ftse Rafi 1000 (PRF)
Ishares Tr Barclays 7 10 Yr (IEF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portf Short (SPSB)
Janus Detroit Str Tr Hendrsn Aaa Cl (JAAA)
Dimensional Etf Trust Intnl Value (DFIV)

View all positions for Relative Value Partners

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
Bank of America Corporation
Unison Advisors
HPM Partners
HighTower Advisors
Wells Fargo & Company
National Bank Of Canada /fi/
Eastern Bank
Great Valley Advisor Group
Hengehold Capital Management
Victory Capital Management
Great Point Wealth Advisors
BIP Wealth
McMahon Financial Advisors
Raymond James Financial Services Advisors

View all funds holding WisdomTree Emerging Mkts Small Cp Div