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WisdomTree Intl. SmallCap Div shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.0M 102k 69.05

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Portfli Intrmdit (SPTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Coca-Cola Company (KO)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

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