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WisdomTree Intl. SmallCap Div shares owned by Williams & Novak

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

Historical chart of Williams & Novak investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Williams & Novak

Quarter filed Position value Share count Share price at filing
2024-12-31 $357k 5.7k 62.95
2024-09-30 $412k 6.0k 69.05
2024-06-30 $422k 6.7k 63.44
2024-03-31 $546k 8.5k 63.85
2023-12-31 $546k 8.5k 63.85

More positions owned by Williams & Novak

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Fidelity Covington Trust Enhanced Large (FELC)
Sypris Solutions (SYPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Total (IXUS)
Ishares Silver Tr Ishares (SLV)
Pimco Equity Ser Rafi Dyn Emerg (MFEM)
Ishares Tr Core Div Grwth (DGRO)
Pimco CA Municipal Income Fund (PCQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr International Sl (ISCF)

View all positions for Williams & Novak

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
BIP Wealth
Bank of America Corporation
LRI Investments
Raymond James Financial
Raymond James & Associates
Morgan Stanley
Checchi Capital Advisers
MAI Wealth Advisors
HighTower Advisors
UBS Group
Csenge Advisory Group
Congress Wealth Management LLC / DE /
Evanson Asset Management
Telos Capital Management

View all funds holding WisdomTree Intl. SmallCap Div