Milestone Group »

WisdomTree SmallCap Dividend Fund shares owned by Milestone Group

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

Historical chart of Milestone Group investment in WisdomTree SmallCap Dividend Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Milestone Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $711k 22k 32.68
2023-12-31 $664k 21k 32.19
2023-09-30 $582k 21k 28.20
2023-06-30 $604k 21k 28.79
2023-03-31 $602k 21k 28.56
2022-12-31 $624k 22k 28.44
2022-09-30 $325k 12k 27.37
2022-06-30 $651k 23k 28.24
2022-03-31 $735k 23k 31.88
2021-12-31 $771k 24k 32.87
2021-09-30 $325k 12k 27.37
2021-06-30 $967k 30k 31.90
2021-03-31 $1.0M 32k 31.15
2020-12-31 $2.4M 92k 26.60
2020-09-30 $2.5M 121k 21.08
2020-06-30 $3.1M 145k 21.18
2020-03-31 $3.1M 172k 18.02
2019-12-31 $6.7M 235k 28.68
2019-09-30 $325k 12k 27.37
2019-06-30 $446k 16k 27.13
2019-03-31 $453k 16k 27.55
2018-12-31 $495k 20k 24.54
2018-09-30 $599k 20k 29.69
2018-06-30 $598k 20k 29.64
2018-03-31 $558k 20k 27.39
2017-12-31 $592k 20k 29.06
2017-09-30 $571k 6.8k 84.08
2017-06-30 $547k 6.8k 80.55
2017-03-31 $547k 6.8k 80.55
2016-12-31 $649k 7.9k 82.66
2016-09-30 $829k 11k 75.23
2016-06-30 $790k 11k 71.69