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WisdomTree Intl. SmallCap Div shares owned by Truewealth

Quarter-by-quarter ownership of WisdomTree Intl. SmallCap Div (DLS) shares owned by Truewealth from 13F filings

Historical chart of Truewealth investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. SmallCap Div held by Truewealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $343k 6.2k 55.64
2020-03-31 $297k 6.2k 48.01
2019-12-31 $623k 8.8k 71.09
2019-09-30 $555k 8.7k 63.55
2019-06-30 $584k 9.0k 65.00
2019-03-31 $587k 8.9k 65.78
2018-12-31 $538k 8.9k 60.35
2018-09-30 $632k 8.9k 71.14
2018-06-30 $638k 8.9k 71.96
2018-03-31 $673k 8.8k 76.41
2017-12-31 $653k 8.5k 76.83

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
Bank of America Corporation
Morgan Stanley
Shakespeare Wealth Management
Eqis Capital Management
LRI Investments
Csenge Advisory Group
BIP Wealth
UBS Group
Raymond James & Associates
MAI Wealth Advisors
Susquehanna International
HighTower Advisors
Checchi Capital Advisers
Evanson Asset Management

View all funds holding WisdomTree Intl. SmallCap Div