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WisdomTree Intl. SmallCap Div shares owned by McAdam

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

Historical chart of McAdam investment in WisdomTree Intl. SmallCap Div

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $285k 3.6k 79.51
2025-06-30 $260k 3.5k 75.11
2025-03-31 $244k 3.7k 66.00
2024-12-31 $255k 4.0k 62.95
2024-09-30 $286k 4.1k 69.05
2024-06-30 $235k 3.7k 63.44
2024-03-31 $202k 3.1k 65.21

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

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