Strategic Financial Concepts »

Wisdomtree Tr dynamic int eq shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Wisdomtree Tr dynamic int eq (DDLS) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr dynamic int eq by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.6M 198k 28.37

More positions owned by Strategic Financial Concepts

Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr Tips Bd Etf (TIP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Strategic Financial Concepts

Top funds holding Wisdomtree Tr dynamic int eq

LPL Financial
Strategic Financial Concepts
Cetera Investment Advisers
AE Wealth Management
High Note Wealth
Jane Street
Exchange Capital Management
JT Stratford
Citadel Advisors
Miracle Mile Advisors
United Advisor Group
Kraft, Davis & Associates
Bank of America Corporation
Accent Capital Management
Morgan Stanley

View all funds holding Wisdomtree Tr dynamic int eq