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WisdomTree Emerging Markets Eq shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of WisdomTree Emerging Markets Eq (DEM) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in WisdomTree Emerging Markets Eq

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Emerging Markets Eq held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Markets Eq by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $529k 12k 44.01
2024-06-30 $521k 12k 43.31
2024-03-31 $503k 12k 41.84
2023-12-31 $491k 12k 40.68
2023-09-30 $458k 12k 37.48
2023-06-30 $472k 12k 38.27
2023-03-31 $478k 13k 37.86
2022-12-31 $472k 13k 35.63
2022-09-30 $485k 15k 32.52
2022-06-30 $654k 18k 37.03
2022-03-31 $834k 19k 43.75
2021-12-31 $835k 19k 43.30
2021-09-30 $866k 20k 43.63
2021-06-30 $913k 20k 45.68
2021-03-31 $887k 20k 44.39
2020-12-31 $825k 20k 41.16
2020-09-30 $776k 22k 35.25
2020-06-30 $807k 22k 36.15
2020-03-31 $759k 24k 32.26
2019-12-31 $1.8M 40k 45.78
2019-09-30 $1.5M 37k 41.32
2019-06-30 $1.9M 42k 44.65
2019-03-31 $2.1M 48k 43.83
2018-12-31 $1.9M 48k 40.15
2018-09-30 $1.6M 37k 43.66
2018-06-30 $1.2M 28k 42.87
2018-03-31 $1.4M 29k 47.83
2017-12-31 $1.4M 31k 45.36
2017-09-30 $1.3M 31k 43.02
2017-06-30 $1.2M 30k 40.98
2017-03-31 $1.4M 34k 40.86
2016-12-31 $3.0M 80k 37.34
2016-09-30 $3.3M 87k 37.57
2016-06-30 $1.7M 47k 35.41

More positions owned by Montecito Bank & Trust

Ishares Russell 1000 Growth Etf Equities (IWF)
Nvidia Corp Equities (NVDA)
Microsoft Corp Equities (MSFT)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Ishares Core S&p 500 Etf Equities (IVV)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Ishares Msci Usa Quality Factor Equities (QUAL)
Eli Lilly & Co Equities (LLY)
Ishares Russell 1000 Value Etf Equities (IWD)
Vanguard Short-term Corporate B Fixed Income (VCSH)
Ishares Core Msci Eafe Etf Equities (IEFA)

View all positions for Montecito Bank & Trust

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