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WisdomTree Emerging Mkts Small Cp Div shares owned by Neumann Capital Management

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

Historical chart of Neumann Capital Management investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Neumann Capital Management 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 Neumann Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.3M 167k 49.92
2023-09-30 $7.7M 168k 46.26
2023-06-30 $7.8M 168k 46.53
2023-03-31 $7.6M 166k 45.79
2022-12-31 $7.3M 165k 43.99
2022-09-30 $6.6M 165k 39.82
2022-06-30 $7.1M 160k 44.64
2022-03-31 $8.5M 159k 53.30
2021-12-31 $8.5M 161k 52.92
2021-09-30 $8.5M 159k 53.48
2021-06-30 $8.7M 159k 54.48
2021-03-31 $8.1M 158k 51.29
2020-12-31 $7.5M 158k 47.72
2020-09-30 $6.6M 160k 41.35
2020-06-30 $6.7M 171k 39.01
2020-03-31 $5.8M 176k 33.03
2019-12-31 $8.2M 171k 47.82
2019-09-30 $7.4M 168k 44.30
2019-06-30 $7.9M 167k 47.05
2019-03-31 $7.5M 160k 47.11
2018-12-31 $5.0M 120k 41.89
2018-09-30 $5.7M 124k 45.65
2018-06-30 $6.0M 125k 47.69
2018-03-31 $5.9M 109k 54.04
2017-12-31 $4.9M 94k 52.15
2017-09-30 $4.3M 87k 49.03
2017-06-30 $3.9M 85k 45.76
2017-03-31 $3.3M 73k 44.88
2016-12-31 $2.6M 67k 39.11
2016-09-30 $2.7M 64k 41.75
2016-06-30 $2.5M 64k 38.74
2016-03-31 $2.3M 61k 37.78
2015-12-31 $1.8M 50k 35.05
2015-09-30 $2.5M 71k 35.61
2015-06-30 $3.1M 71k 43.39
2015-03-31 $2.9M 66k 44.23
2014-12-31 $2.5M 57k 43.15

More positions owned by Neumann Capital Management

Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Divid Etf (SDY)
Oracle Corporation (ORCL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Neumann Capital Management

Top funds holding WisdomTree Emerging Mkts Small Cp Div

Creative Planning
Bank of America Corporation
Unison Advisors
HPM Partners
HighTower Advisors
Wells Fargo & Company
National Bank Of Canada /fi/
Eastern Bank
Great Valley Advisor Group
Hengehold Capital Management
Victory Capital Management
Great Point Wealth Advisors
BIP Wealth
McMahon Financial Advisors
Raymond James Financial Services Advisors

View all funds holding WisdomTree Emerging Mkts Small Cp Div