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WisdomTree Intl. SmallCap Div shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 169k 63.85
2023-09-30 $12M 208k 57.47
2023-06-30 $12M 199k 59.46
2023-03-31 $9.5M 155k 60.94
2022-12-31 $8.6M 148k 57.96
2022-09-30 $7.5M 145k 51.44
2022-06-30 $6.6M 114k 58.38
2022-03-31 $5.7M 83k 68.64
2021-12-31 $5.8M 79k 73.65
2021-09-30 $5.8M 79k 74.23
2021-06-30 $5.8M 78k 74.68
2021-03-31 $5.5M 76k 72.23
2020-12-31 $5.2M 76k 68.11
2020-09-30 $4.6M 76k 59.90
2020-06-30 $4.2M 76k 55.63
2020-03-31 $3.7M 76k 48.06
2019-12-31 $5.2M 74k 71.11
2019-09-30 $4.7M 74k 63.52
2019-06-30 $5.1M 79k 65.02
2019-03-31 $5.1M 77k 65.81
2018-12-31 $4.3M 71k 60.31
2018-09-30 $5.0M 70k 71.14
2018-06-30 $5.0M 70k 71.95
2018-03-31 $4.9M 65k 76.43
2017-12-31 $4.8M 62k 76.80
2017-09-30 $4.4M 60k 73.95
2017-06-30 $4.2M 60k 69.54
2017-03-31 $4.0M 62k 65.46
2016-12-31 $3.8M 63k 60.02
2016-09-30 $3.9M 64k 61.37
2016-06-30 $3.7M 65k 56.11
2016-03-31 $3.9M 66k 58.91
2015-12-31 $4.1M 70k 58.10
2015-09-30 $4.0M 73k 55.17
2015-06-30 $4.3M 71k 60.34
2015-03-31 $4.0M 68k 59.25
2014-12-31 $2.4M 43k 55.52
2012-03-31 $480k 9.7k 49.56

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
Bank of America Corporation
Frank. Day
UBS Group
Raymond James & Associates
MAI Wealth Advisors
BIP Wealth
Jane Street
HighTower Advisors
Checchi Capital Advisers
Royal Bank of Canada
AE Wealth Management
Evanson Asset Management
Great Point Wealth Advisors
Telos Capital Management

View all funds holding WisdomTree Intl. SmallCap Div