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WisdomTree Emerging Mkts Small Cp Div shares owned by Watershed Private Wealth

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

Historical chart of Watershed Private Wealth 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 Watershed Private Wealth 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 Watershed Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $684k 14k 49.92
2023-09-30 $647k 14k 46.26
2023-06-30 $644k 14k 46.53
2023-03-31 $696k 15k 45.79
2022-12-31 $678k 15k 43.99

More positions owned by Watershed Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)

View all positions for Watershed Private Wealth

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