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WisdomTree Emerging Markets Eq shares owned by Invenio Wealth Partners

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

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

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All positions including WisdomTree Emerging Markets Eq held by Invenio 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $633k 15k 43.31
2024-03-31 $632k 15k 41.84
2023-12-31 $1.0M 25k 40.68
2023-09-30 $1.2M 32k 37.48

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio 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