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WisdomTree Intl. LargeCap Div shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of WisdomTree Intl. LargeCap Div (DOL) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 61k 49.26
2023-09-30 $2.9M 64k 45.62
2023-06-30 $3.2M 68k 47.17
2023-03-31 $3.0M 64k 46.70
2022-12-31 $2.5M 57k 44.02
2022-09-30 $2.4M 63k 37.43
2022-06-30 $3.1M 75k 41.83
2022-03-31 $3.6M 74k 48.62
2021-12-31 $3.7M 75k 49.41
2021-09-30 $3.5M 75k 47.54
2021-06-30 $4.0M 81k 49.35
2021-03-31 $3.9M 83k 47.33
2020-12-31 $4.6M 100k 45.93
2020-09-30 $4.3M 103k 41.32
2020-06-30 $4.3M 106k 40.81
2020-03-31 $4.4M 120k 36.93
2019-12-31 $5.5M 113k 48.99
2019-09-30 $5.5M 119k 45.95
2019-06-30 $6.3M 134k 47.29
2019-03-31 $5.5M 117k 47.00
2018-12-31 $5.3M 118k 44.82
2018-09-30 $5.5M 118k 46.37
2018-06-30 $5.7M 118k 48.01
2018-03-31 $6.6M 129k 50.93
2017-12-31 $6.4M 120k 53.59
2017-09-30 $5.6M 113k 49.44
2017-06-30 $2.4M 112k 21.32
2017-03-31 $4.2M 93k 45.24
2016-12-31 $4.8M 110k 43.55
2016-09-30 $2.6M 61k 43.26
2016-06-30 $3.1M 75k 41.38
2016-03-31 $2.7M 64k 41.88
2015-12-31 $2.5M 57k 43.16
2015-09-30 $1.3M 31k 42.48
2015-06-30 $1.3M 28k 47.73
2015-03-31 $1.2M 25k 48.72
2014-12-31 $1.1M 24k 46.71
2014-09-30 $1.2M 25k 49.94
2014-06-30 $1.3M 25k 53.45
2014-03-31 $1.3M 25k 51.94
2013-12-31 $1.3M 25k 51.97
2013-09-30 $1.2M 25k 49.36
2013-06-30 $1.1M 25k 44.11

More positions owned by Baystate Wealth Management

Ishares Russell Top 200 Growth Etf Etf (IWY)
Spdr S&p World Ex-us Etf (SPDW)
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)
Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
Jpmorgan Chase & Co
Key FInancial
Royal Bank of Canada
BIP Wealth
Jane Street
Bank of America Corporation
Wells Fargo & Company
Streettalk Advisors
Commonwealth Equity Services
M^T Bank Corporation
Powers Advisory Group
Steward Partners Investment Advisory
Rockefeller Capital Management

View all funds holding WisdomTree Intl. LargeCap Div