Corient Private Wealth LLC
Position in DES — WisdomTree U.S. SmallCap Dividend Fund
CIK 1948780
MIAMI, FL
All Filings in DES
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DES | $2,880,510 | 70,809 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 DES | $2,520,867 | 70,141 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DES | $2,357,254 | 70,471 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 DES | $12,009,883 | 356,588 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DES | $11,350,738 | 357,391 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 DES | $10,844,922 | 339,328 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DES | $11,653,031 | 339,244 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DES | $11,781,818 | 341,601 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DES | $10,625,483 | 341,107 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DES | $11,189,305 | 342,390 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DES | $10,986,376 | 341,510 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DES | $9,555,852 | 338,860 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DES | $8,109,970 | 281,694 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DES | $7,820,184 | 273,816 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DES | $7,294,433 | 256,485 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||