Cascade Financial Partners »

WisdomTree Emerging Mkts Small Cp Div shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in WisdomTree Emerging Mkts Small Cp Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Emerging Mkts Small Cp Div held by Cascade Financial 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 Mkts Small Cp Div by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 126k 52.08
2024-06-30 $6.2M 121k 51.44

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
Bank of America Corporation
Unison Advisors
Morgan Stanley
Congress Wealth Management LLC / DE /
HighTower Advisors
LPL Financial
Old Mission Capital
National Bank Of Canada /fi/
Envestnet Asset Management
Wells Fargo & Company
Boston Financial Mangement
Financial Planning & Information Services
Northwestern Mutual Wealth Management Company
Hengehold Capital Management

View all funds holding WisdomTree Emerging Mkts Small Cp Div