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WisdomTree Intl. SmallCap Div shares owned by Atomi Financial Group

Quarter-by-quarter ownership of WisdomTree Intl. SmallCap Div (DLS) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. SmallCap Div held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.8M 76k 62.95
2024-09-30 $3.8M 55k 69.05
2024-06-30 $6.2M 98k 63.44
2024-03-31 $4.1M 64k 65.21
2023-12-31 $911k 14k 63.85
2023-09-30 $476k 8.3k 57.47

More positions owned by Atomi Financial Group

Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr U S Equity Factr (LRGF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Atomi Financial Group

Top funds holding WisdomTree Intl. SmallCap Div

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

View all funds holding WisdomTree Intl. SmallCap Div