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WisdomTree SmallCap Dividend Fund shares owned by Brightworth

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Brightworth from 13F filings

Historical chart of Brightworth investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by Brightworth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Brightworth

Quarter filed Position value Share count Share price at filing
2022-09-30 $6.0M 235k 25.74
2022-06-30 $6.5M 229k 28.22
2022-03-31 $6.8M 212k 31.87
2021-12-31 $7.0M 212k 32.86
2021-09-30 $5.8M 189k 30.83
2021-06-30 $5.3M 165k 31.89
2021-03-31 $4.9M 156k 31.15
2020-12-31 $3.8M 144k 26.60
2020-09-30 $2.5M 121k 21.08
2020-06-30 $1.8M 86k 21.18
2020-03-31 $455k 25k 18.02

More positions owned by Brightworth

iShares Core MSCI Total Intl Stk ETF Core Msci Total (IXUS)
iShares S&P 500 Core S&p500 Etf (IVV)
Vanguard Muni Bnd Tax Tax Exempt Bd (VTEB)
Technology Select Sector SPDR Technology (XLK)
Vanguard Total Bond Market Index ETF Total Bnd Mrkt (BND)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Deere & Company (DE)
Google Inc Class A Cap Stk Cl A (GOOGL)
Home Depot (HD)
Chevron Corporation (CVX)
Vanguard Star Fd Vanguard Total Intl Sto Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)
Nextera Energy (NEE)
Merck & Co (MRK)

View all positions for Brightworth

Top funds holding WisdomTree SmallCap Dividend Fund

Bank of America Corporation
Morgan Stanley
UBS Group
LPL Financial
Creative Planning
M^T Bank Corporation
Royal Bank of Canada
Wells Fargo & Company
Ameriprise Financial
Envestnet Asset Management
Keybank National Association
Huntington National Bank
Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark

View all funds holding WisdomTree SmallCap Dividend Fund