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WisdomTree Europe SmallCap Div shares owned by Polaris Wealth Advisers

Quarter-by-quarter ownership of WisdomTree Europe SmallCap Div (DFE) shares owned by Polaris Wealth Advisers from 13F filings

Historical chart of Polaris Wealth Advisers investment in WisdomTree Europe SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Europe SmallCap Div held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Europe SmallCap Div by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-06-30 $206k 3.7k 55.84
2023-03-31 $210k 3.6k 58.31
2022-12-31 $210k 3.6k 57.72
2015-03-31 $12M 222k 55.65

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

Top funds holding WisdomTree Europe SmallCap Div

Courier Capital Corp
UBS Group
Jane Street
Bank of America Corporation
Vontobel Holding
Raymond James & Associates
Advisor Group Holdings
Commonwealth Equity Services
Conservest Capital Advisors
Wells Fargo & Company
Baird Financial
Hedges Asset Management
Bank of New York Mellon
CI Private Wealth
Sovereign Financial Group

View all funds holding WisdomTree Europe SmallCap Div