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WisdomTree Intl. SmallCap Div shares owned by AllSquare Wealth Management

Quarter-by-quarter ownership of WisdomTree Intl. SmallCap Div (DLS) shares owned by AllSquare Wealth Management from 13F filings

Historical chart of AllSquare Wealth Management investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. SmallCap Div held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $477k 7.6k 62.95
2024-09-30 $523k 7.6k 69.05
2024-06-30 $493k 7.8k 63.44
2024-03-31 $513k 7.9k 65.21
2023-12-31 $503k 7.9k 63.85
2023-09-30 $452k 7.9k 57.47
2023-06-30 $495k 8.4k 59.26
2023-03-31 $509k 8.4k 60.94
2022-12-31 $484k 8.4k 57.96
2022-09-30 $430k 8.4k 51.46
2022-06-30 $488k 8.4k 58.40
2022-03-31 $545k 7.9k 68.59
2021-12-31 $585k 7.9k 73.62
2021-09-30 $590k 7.9k 74.25
2021-06-30 $593k 7.9k 74.63
2021-03-31 $609k 8.4k 72.28
2020-12-31 $574k 8.4k 68.12
2020-09-30 $505k 8.4k 59.93
2020-06-30 $482k 8.7k 55.63
2020-03-31 $516k 11k 48.01
2019-12-31 $764k 11k 71.09
2019-09-30 $645k 10k 63.57
2019-06-30 $670k 10k 65.07
2019-03-31 $678k 10k 65.84
2018-12-31 $628k 19k 32.53
2018-09-30 $668k 20k 33.54
2018-06-30 $676k 20k 33.74
2018-03-31 $718k 21k 34.67
2017-12-31 $724k 21k 34.81
2017-09-30 $697k 20k 34.21
2017-06-30 $656k 20k 33.29
2017-03-31 $617k 19k 32.30
2016-12-31 $569k 18k 31.05
2016-09-30 $615k 19k 32.23
2016-06-30 $563k 18k 30.78
2016-03-31 $649k 20k 32.93
2015-12-31 $707k 21k 34.11
2015-09-30 $681k 21k 33.27
2015-06-30 $780k 22k 35.73
2015-03-31 $867k 23k 37.10
2014-12-31 $822k 23k 35.75

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
Apple Stock (AAPL)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Schwab Emerging Market Eq Etf Etf (SCHE)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab International Equity Etf Etf (SCHF)
Google Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)

View all positions for AllSquare Wealth Management

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
BIP Wealth
Bank of America Corporation
LRI Investments
Raymond James Financial
Raymond James & Associates
Morgan Stanley
Checchi Capital Advisers
MAI Wealth Advisors
HighTower Advisors
UBS Group
Csenge Advisory Group
Congress Wealth Management LLC / DE /
Evanson Asset Management
Telos Capital Management

View all funds holding WisdomTree Intl. SmallCap Div