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Wisdomtree Tr itl hdg div gt shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Wisdomtree Tr itl hdg div gt

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All positions including Wisdomtree Tr itl hdg div gt held by J.w. Cole 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 28k 45.94
2023-12-31 $868k 21k 41.99
2023-09-30 $797k 21k 38.74
2023-06-30 $669k 17k 40.17

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole 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