WisdomTree U.S. SmallCap Dividend Fund (DES)
Market Closed
1 Sep, 20:00
ARCA ARCA Primary 
CXA $
39. 78
-0.38
-0.9462%
$
2.17B Market Cap
0.18% Div Yield
90,135 Volume
$ 40.16
Previous Close 
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WisdomTree U.S. SmallCap Dividend Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IRP Investment Research Partners LLC Investment Research Partners LLC | 50,916 | $1.68M | $2.07M | $391,605.33 | 23.36% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 22,622 | $776,224.53 | $918,905.64 | $142,681.11 | 18.38% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 552 | $17,566.6 | $22,422.24 | $4,855.64 | 27.64% |
 Jon Lewis Midwest Trust Co | 55,283 | $1.76M | $2.25M | $488,331.69 | 27.79% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 11,000 | $349,360 | $446,820 | $97,460 | 27.9% |
 Adam Scott Argyle Capital Partners LLC | 6,487 | $263,895 | $267,653.62 | $3,758.62 | 1.42% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 810 | $27,824 | $32,902.2 | $5,078.2 | 18.25% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,480 | $157,166.1 | $222,597.6 | $65,431.5 | 41.63% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 146,670 | $4.71M | $5.96M | $1.24M | 26.4% |
 Invested Advisors Invested Advisors | 41,300 | $1.4M | $1.68M | $282,067.46 | 20.21% |
