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WisdomTree Emerging Mkts Small Cp Div shares owned by Family Wealth Partners

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

Historical chart of Family Wealth Partners investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by Family Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 30k 53.70
2024-06-30 $1.6M 31k 51.44
2024-03-31 $1.5M 31k 50.86
2023-12-31 $1.6M 33k 49.92

More positions owned by Family Wealth Partners

Lpl Financial Holdings (LPLA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Value Etf (VTV)

View all positions for Family Wealth 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