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WisdomTree Emerging Markets Eq shares owned by Williams Financial

Quarter-by-quarter ownership of WisdomTree Emerging Markets Eq (DEM) shares owned by Williams Financial from 13F filings

Historical chart of Williams Financial investment in WisdomTree Emerging Markets Eq

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

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Quarterly reported holdings in WisdomTree Emerging Markets Eq by Williams Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4M 100k 44.01
2024-06-30 $4.2M 96k 43.31
2024-03-31 $3.9M 94k 41.84

More positions owned by Williams Financial

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
CVS Caremark Corporation (CVS)
SYSCO Corporation (SYY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Williams Financial

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