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WisdomTree Emerging Mkts Small Cp Div shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial Management investment in WisdomTree Emerging Mkts Small Cp Div

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All positions including WisdomTree Emerging Mkts Small Cp Div held by Trademark Financial 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 3.8k 53.70
2024-06-30 $203k 4.0k 51.45
2024-03-31 $253k 5.0k 50.86

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Cap Val Etf (MGV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
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Vaneck Etf Trust Clo Etf (CLOI)
American Centy Etf Tr Avantis Respon U (AVSU)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pacer Fds Tr Us Lrg Cp Cash (COWG)

View all positions for Trademark Financial Management

Top funds holding WisdomTree Emerging Mkts Small Cp Div

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

View all funds holding WisdomTree Emerging Mkts Small Cp Div