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Wisdomtree Tr itl hdg div gt shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Wisdomtree Tr itl hdg div gt

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All positions including Wisdomtree Tr itl hdg div gt held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr itl hdg div gt by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 81k 42.98
2023-09-30 $2.9M 74k 38.74
2023-06-30 $2.5M 63k 40.17

More positions owned by Foundations Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Exchange Listed Fds Tr Cabana Target 10 (TDSC)
Exchange Listed Fds Tr Cabana Moderate (CLSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Exchange Listed Fds Tr Cabana Target 7 (TDSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Defined Wlt Shld (BALT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Foundations Investment Advisors

Top funds holding Wisdomtree Tr itl hdg div gt

Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Creative Planning
Ameritas Advisory Services
Private Advisor
Personal Resources Investment & Strategic Management
AE Wealth Management
Stifel Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Wells Fargo & Company
WESCAP Management
Summit Asset Management
Commonwealth Equity Services

View all funds holding Wisdomtree Tr itl hdg div gt