Summit Wealth Partners »

WisdomTree Emerging Markets Eq shares owned by Summit Wealth Partners

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

Historical chart of Summit 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 Summit 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $927k 21k 44.01
2024-06-30 $832k 19k 43.31
2024-03-31 $594k 14k 41.84
2023-12-31 $351k 8.6k 40.68

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Brown & Brown (BRO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Summit 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