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WisdomTree Intl. SmallCap Div shares owned by Montis Financial

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

Historical chart of Montis Financial investment in WisdomTree Intl. SmallCap Div

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 3.2k 79.50
2025-06-30 $230k 3.1k 75.10
2025-03-31 $206k 3.1k 66.01

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

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