Dakota Wealth Management

Position in DES — WisdomTree U.S. SmallCap Dividend Fund

CIK 1631353 PALM BEACH GARDENS, FL

All Filings in DES

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 DES	$311,060	8,655	-9.8%	Shares	Sole	2026-08-26
2025-12-31 DES	$320,885	9,593	0.0%	Shares	Sole	2026-01-13
2025-09-30 DES	$323,092	9,593	-3.8%	Shares	Sole	2025-11-10
2025-06-30 DES	$316,647	9,970	-9.4%	Shares	Sole	2025-07-16
2025-03-31 DES	$351,719	11,005	-2.8%	Shares	Sole	2025-05-02
2024-12-31 DES	$388,945	11,323	0.0%	Shares	Sole	2025-01-17
2024-09-30 DES	$390,530	11,323	-1.6%	Shares	Sole	2024-10-23
2024-06-30 DES	$358,443	11,507	-1.6%	Shares	Sole	2024-07-22
2024-03-31 DES	$381,996	11,689	+1.6%	Shares	Sole	2024-04-24
2023-12-31 DES	$370,180	11,507	-25.7%	Shares	Sole	2024-01-30
2023-09-30 DES	$436,761	15,488	+21.5%	Shares	Sole	2023-10-24
2023-06-30 DES	$366,957	12,746	-46.2%	Shares	Sole	2023-07-31
2023-03-31 DES	$676,843	23,699	-7.9%	Shares	Sole	2023-04-14
2022-12-31 DES	$731,931	25,736	-9.2%	Shares	Sole	2023-02-08
2022-09-30 DES	$729,317	28,334	-24.3%	Shares	Sole	2022-11-10
2022-06-30 DES	$1,056,443	37,436	-9.1%	Shares	Sole	2022-08-05
2022-03-31 DES	$1,312,884	41,195	+61.2%	Shares	Sole	2022-05-13
2021-12-31 DES	$839,638	25,552	-9.0%	Shares	Sole	2022-02-10
2021-09-30 DES	$866,045	28,091	-1.4%	Shares	Sole	2021-11-15
2021-06-30 DES	$908,163	28,478	0.0%	Shares	Sole	2021-08-02
2021-03-31 DES	$887,089	28,478	-6.9%	Shares	Sole	2021-05-10
2020-12-31 DES	$813,241	30,573	-3.9%	Shares	Sole	2021-02-12
2020-09-30 DES	$670,407	31,803	-1.3%	Shares	Sole	2020-11-04
2020-06-30 DES	$682,334	32,216	-1.0%	Shares	Sole	2020-08-07
2020-03-31 DES	$586,532	32,549	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.