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WisdomTree Intl. SmallCap Div shares owned by Invenio Wealth Partners

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

Historical chart of Invenio Wealth Partners investment in WisdomTree Intl. SmallCap Div

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 51k 63.44
2024-03-31 $2.9M 44k 65.21
2023-12-31 $1.3M 21k 63.85
2023-09-30 $784k 14k 57.47

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

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