Precedent Wealth Partners »

WisdomTree Emerging Markets Eq shares owned by Precedent Wealth Partners

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $218k 4.8k 45.29
2025-03-31 $206k 4.9k 42.08
2024-12-31 $700k 17k 40.49
2024-09-30 $578k 13k 44.01
2024-06-30 $602k 14k 43.31
2024-03-31 $822k 20k 41.84
2023-12-31 $1.1M 27k 40.68

More positions owned by Precedent Wealth Partners

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
First Tr Exchange-traded Rba Indl Etf (AIRR)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)

View all positions for Precedent Wealth Partners

Top funds holding WisdomTree Emerging Markets Eq

Wells Fargo & Company
LPL Financial
Ameriprise Financial
Creative Planning
UBS Group
Envestnet Asset Management
Kestra Investment Management
Susquehanna International
Cetera Investment Advisers
Mercer Global Advisors
Commonwealth Equity Services
CWM
Jpmorgan Chase & Co
Raymond James Financial
Royal Bank of Canada

View all funds holding WisdomTree Emerging Markets Eq