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WisdomTree Intl. LargeCap Div shares owned by Evernest Financial Advisors

Quarter-by-quarter ownership of WisdomTree Intl. LargeCap Div (DOL) shares owned by Evernest Financial Advisors from 13F filings

Historical chart of Evernest Financial Advisors investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. LargeCap Div held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 87k 49.88
2023-12-31 $4.6M 93k 49.26

More positions owned by Evernest Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Evernest Financial Advisors

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
Morgan Stanley
Jpmorgan Chase & Co
Key FInancial
Royal Bank of Canada
BIP Wealth
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Streettalk Advisors
M^T Bank Corporation
Steward Partners Investment Advisory
Commonwealth Equity Services
Evernest Financial Advisors

View all funds holding WisdomTree Intl. LargeCap Div