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WisdomTree Emerging Markets Eq shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of WisdomTree Emerging Markets Eq (DEM) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in WisdomTree Emerging Markets Eq

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Emerging Markets Eq held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Markets Eq by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 40k 44.01
2023-09-30 $1.6M 43k 37.48
2022-12-31 $1.8M 46k 37.99
2022-09-30 $1.7M 47k 36.38
2022-03-31 $1.8M 43k 40.79

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Div Grwth (DGRO)
Wal-Mart Stores (WMT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Costco Wholesale Corporation (COST)
Casey's General Stores (CASY)
Abbvie (ABBV)
Vaneck Etf Trust Clo Etf (CLOI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

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