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WisdomTree Intl. SmallCap Div shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 243k 69.05
2024-06-30 $13M 198k 63.44
2024-03-31 $12M 187k 65.21
2023-12-31 $10M 161k 63.85
2023-09-30 $8.8M 153k 57.47
2023-06-30 $8.8M 148k 59.46
2023-03-31 $7.8M 130k 60.19

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Treasury Floating Ra TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Msci Eafe Etf Msci Eafe Etf (EFA)
Vanguard Ftse All World Uie (VEU)
Vanguard Intl Equity Fds Tt Wrld St Etf (VT)
Spdr Portfolio S&p 500 Prtflo S&p500 Vl (SPYV)
Ishares Russell 2000 Uie (IWM)
Spdr Ssga Ultra Short Uie (ULST)
Wisdomtree International Intl Smcap Div (DLS)
Spdr Portfolio Short Term Portfolio Short (SPSB)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree International Intl Lrgcap Dv (DOL)

View all positions for BIP Wealth

Top funds holding WisdomTree Intl. SmallCap Div

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

View all funds holding WisdomTree Intl. SmallCap Div