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WisdomTree SmallCap Dividend Fund shares owned by First National Bank of South Miami

Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by First National Bank of South Miami from 13F filings

Historical chart of First National Bank of South Miami investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Dividend Fund held by First National Bank of South Miami consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by First National Bank of South Miami

Quarter filed Position value Share count Share price at filing
2023-06-30 $66k 2.3k 28.79
2023-03-31 $84k 2.9k 28.56
2022-12-31 $84k 2.9k 28.54
2022-09-30 $76k 2.9k 25.82
2022-06-30 $83k 2.9k 28.20
2022-03-31 $94k 2.9k 31.94
2021-12-31 $97k 2.9k 32.96
2021-09-30 $91k 2.9k 30.92
2021-06-30 $94k 2.9k 31.94
2021-03-31 $92k 2.9k 31.26
2020-12-31 $78k 2.9k 26.50
2020-09-30 $203k 9.6k 21.19
2020-06-30 $135k 6.4k 21.19
2020-03-31 $174k 9.6k 18.04
2019-12-31 $280k 9.8k 28.63
2019-09-30 $253k 9.8k 25.87
2019-06-30 $266k 9.8k 27.20
2019-03-31 $174k 6.3k 27.53
2018-12-31 $172k 6.3k 27.22

More positions owned by First National Bank of South Miami

Ishares Msci Eafe Mutual Fund/sto (EFA)
Microsoft Corp Common Stock (MSFT)
Ishares Core S&p 500 Mutual Fund/sto (IVV)
Ishares Iboxx $ Invst Grade Crp Mutual Fund/cor (LQD)
Vanguard Extended Market Index Mutual Fund/sto (VXF)
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH)
Ishares Short-term Mutual Fund/cor (IGSB)
Vanguard Emerging Markets Mutual Fund/sto (VWO)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Ishares National Muni Bond Etf Mutual Funds/mu (MUB)
Vanguard Real Estate Etf Mutual Fund/sto (VNQ)
Apple Common Stock (AAPL)
Home Depot Common Stock (HD)
Ishares Commodities Select Mutual Fund/sto (COMT)
Exxon Mobil Corp Common Stock (XOM)

View all positions for First National Bank of South Miami

Top funds holding WisdomTree SmallCap Dividend Fund

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Raymond James Financial Services Advisors
Commonwealth Equity Services
Assetmark

View all funds holding WisdomTree SmallCap Dividend Fund