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WisdomTree Intl. SmallCap Div shares owned by Waterfront Wealth

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

Historical chart of Waterfront Wealth investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 39k 63.85
2023-09-30 $2.1M 38k 54.73
2023-06-30 $2.2M 36k 61.36
2023-03-31 $2.1M 34k 60.94
2022-12-31 $2.1M 34k 62.86
2022-09-30 $1.7M 32k 53.59
2022-06-30 $366k 6.3k 58.33

More positions owned by Waterfront Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Commerce Bancshares (CBSH)
Adams Express Company (ADX)
Ishares Tr 0-3 Mnth Treasry (SGOV)
United Parcel Service CL B (UPS)
Jefferies Finl Group (JEF)
Proshares Tr Large Cap Cre (CSM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Microsoft Corporation (MSFT)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Euro Fl Etf (EUFN)

View all positions for Waterfront Wealth

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
Bank of America Corporation
Frank. Day
Csenge Advisory Group
UBS Group
Raymond James & Associates
MAI Wealth Advisors
BIP Wealth
Jane Street
Susquehanna International
HighTower Advisors
Checchi Capital Advisers
Royal Bank of Canada
AE Wealth Management
Evanson Asset Management

View all funds holding WisdomTree Intl. SmallCap Div