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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
2025-09-30 $261k 3.3k 79.51
2025-06-30 $246k 3.3k 75.11
2025-03-31 $242k 3.7k 66.00
2024-12-31 $245k 3.9k 62.95
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

More positions owned by Total Wealth Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Total Wealth Planning

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
BIP Wealth
LRI Investments
Flow Traders US
HighTower Advisors
Raymond James Financial
MAI Wealth Advisors
Advisor Group Holdings
Atomi Financial Group
Csenge Advisory Group
Evanson Asset Management
UBS Group
Checchi Capital Advisers
Buckingham Strategic Partners
Great Point Wealth Advisors

View all funds holding WisdomTree Intl. SmallCap Div