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WisdomTree Emerging Mkts Small Cp Div shares owned by Family Wealth Partners

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Family Wealth Partners from 13F filings

Historical chart of Family Wealth Partners investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 31k 50.86
2023-12-31 $1.6M 33k 49.92

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Family Wealth Partners

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
Jane Street
Bank of America Corporation
Unison Advisors
HPM Partners
Morgan Stanley
HighTower Advisors
LPL Financial
National Bank Of Canada /fi/
Wells Fargo & Company
Financial Planning & Information Services
Boston Financial Mangement
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Great Valley Advisor Group

View all funds holding WisdomTree Emerging Mkts Small Cp Div