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WisdomTree Emerging Markets Eq shares owned by Engrave Wealth Partners

Quarter-by-quarter ownership of WisdomTree Emerging Markets Eq (DEM) shares owned by Engrave Wealth Partners from 13F filings

Historical chart of Engrave Wealth Partners investment in WisdomTree Emerging Markets Eq

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All positions including WisdomTree Emerging Markets Eq held by Engrave Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Markets Eq by Engrave Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $16M 399k 40.68
2023-09-30 $15M 389k 37.48
2023-06-30 $15M 378k 38.27
2023-03-31 $14M 376k 37.51

More positions owned by Engrave Wealth Partners

Exxon Mobil Corporation (XOM)
Etf Ser Solutions Distillate Us (DSTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Sprott Physical Gold & Silve Tr Unit (CEF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Listed Fd Tr Horizon Kinetics (INFL)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Chevron Corporation (CVX)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vaneck Etf Trust Gold Miners Etf (GDX)

View all positions for Engrave Wealth Partners

Top funds holding WisdomTree Emerging Markets Eq

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Creative Planning
LPL Financial
Envestnet Asset Management
Kestra Investment Management
Arden Trust
CWM
Commonwealth Equity Services
Royal Bank of Canada
Jpmorgan Chase & Co
Captrust Financial Advisors
Aspiriant
Northwestern Mutual Wealth Management Company

View all funds holding WisdomTree Emerging Markets Eq