Capital A Wealth Management »

Wisdomtree Tr dynamic int eq shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr dynamic int eq (DDLS) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management investment in Wisdomtree Tr dynamic int eq

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr dynamic int eq held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr dynamic int eq by Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $31k 927 33.07
2024-12-31 $595 17 35.00

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

Top funds holding Wisdomtree Tr dynamic int eq

Stonebridge Wealth Management
Cetera Investment Advisers
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Berkeley
High Note Wealth
Flow Traders US
Lido Advisors
LPL Financial
Cambridge Investment Research Advisors
Camden Capital
JT Stratford
Jane Street
United Advisor Group
Tounjian Advisory Partners
Commonwealth Equity Services

View all funds holding Wisdomtree Tr dynamic int eq