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WisdomTree Intl. SmallCap Div shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Sound Stewardship

Quarter filed Position value Share count Share price at filing
2024-09-30 $605k 8.8k 69.05
2024-06-30 $574k 9.0k 63.44
2024-03-31 $590k 9.0k 65.21
2023-12-31 $590k 9.2k 63.84
2023-09-30 $656k 11k 57.47
2023-06-30 $691k 12k 59.46
2023-03-31 $724k 12k 60.94
2022-12-31 $800k 14k 57.96

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Ishares Tr Core S&p500 Etf (IVV)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Fundamental Us S (FNDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sound Stewardship

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