Shakespeare Wealth Management »

WisdomTree Intl. SmallCap Div shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare Wealth Management investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $13M 227k 57.47
2023-06-30 $13M 219k 59.46
2023-03-31 $13M 211k 60.94
2022-12-31 $12M 209k 57.96
2022-09-30 $10M 198k 51.44
2022-06-30 $10M 177k 58.51
2022-03-31 $12M 169k 69.47
2021-12-31 $12M 157k 73.65
2021-09-30 $11M 144k 74.58
2021-06-30 $11M 141k 76.01
2021-03-31 $10M 142k 72.23
2020-12-31 $9.5M 140k 68.11
2020-09-30 $7.7M 129k 59.90
2020-06-30 $6.8M 122k 55.63
2020-03-31 $6.2M 129k 48.05
2019-12-31 $7.7M 108k 71.11
2019-09-30 $6.8M 107k 63.52
2019-06-30 $6.7M 102k 65.02
2019-03-31 $6.3M 95k 65.81
2018-12-31 $5.6M 92k 60.32
2018-09-30 $7.6M 107k 71.14
2018-06-30 $7.4M 103k 71.95
2018-03-31 $7.6M 99k 76.43
2017-12-31 $7.4M 97k 76.80

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

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