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WisdomTree Emerging Mkts Small Cp Div shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of WisdomTree Emerging Mkts Small Cp Div (DGS) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial Group investment in WisdomTree Emerging Mkts Small Cp Div

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Quarterly reported holdings in WisdomTree Emerging Mkts Small Cp Div by O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 102k 53.70
2024-06-30 $4.9M 95k 51.44
2024-03-31 $4.7M 93k 50.86
2023-12-31 $3.5M 70k 49.92
2023-09-30 $3.1M 68k 46.26
2023-06-30 $3.0M 64k 46.53
2023-03-31 $2.7M 60k 45.79

More positions owned by O'Connor Financial Group

First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Pimco Enhanced Low Duration Active Etf Etf (LDUR)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan International Etf Etf (TPIF)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Dimensional Emerging Markets Etf Etf (DFEM)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)

View all positions for O'Connor Financial Group

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