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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
2025-06-30 $8.3M 111k 75.11
2025-03-31 $7.3M 111k 66.00
2024-12-31 $6.5M 103k 62.95
2024-09-30 $7.0M 102k 69.05

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
BIP Wealth
LRI Investments
Morgan Stanley
Flow Traders US
HighTower Advisors
Congress Wealth Management LLC / DE /
Raymond James Financial
MAI Wealth Advisors
Advisor Group Holdings
Atomi Financial Group
Csenge Advisory Group
Evanson Asset Management
UBS Group
Checchi Capital Advisers

View all funds holding WisdomTree Intl. SmallCap Div