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Total Wealth Planning »

WisdomTree Intl. SmallCap Div shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Total Wealth Planning

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$283k	4.1k	69.05
2024-06-30	$273k	4.1k	66.64
2024-03-31	$268k	4.1k	65.21
2023-12-31	$262k	4.1k	63.85
2023-09-30	$236k	4.1k	57.47

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Schwab Strategic Tr Us Aggregate B (SCHZ)

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Vanguard Index Fds Value Etf (VTV)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Internatnal Val (DFIV)

Vanguard Index Fds Mcap Vl Idxvip (VOE)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Dimensional Etf Trust Us Large Cap Val (DFLV)

Ishares Tr Gl Clean Ene Etf (ICLN)

Vanguard Index Fds Sm Cp Val Etf (VBR)

Vanguard Index Fds Sml Cp Grw Etf (VBK)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Vanguard Index Fds Mcap Gr Idxvip (VOT)

Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Total Wealth Planning

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management

Old Mission Capital

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

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