Modern Wealth Management »

WisdomTree Emerging Mkts Small Cp Div shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $225k 4.2k 53.70
2024-03-31 $217k 4.2k 51.86

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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