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WisdomTree Intl. LargeCap Div shares owned by BIP Wealth

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

Historical chart of BIP Wealth investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $12M 236k 50.72
2024-03-31 $12M 225k 51.71
2023-12-31 $10M 210k 49.26
2023-09-30 $9.1M 200k 45.62
2023-06-30 $9.7M 205k 47.17
2023-03-31 $8.5M 183k 46.66

More positions owned by BIP Wealth

Spdr S&p 500 Etf Etf (SPY)
Wisdomtree Floating Rate Etf (USFR)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Total Stock Market ETF (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Value ETF (VTV)
Vanguard Total World Stock Idx (VT)
Vanguard Ftse All World Etf (VEU)
SPDR DJ Wilshire Large Cap Value (SPYV)
Ishares Russell 2000 Etf (IWM)
Spdr Ssga Ultra Short Etf (ULST)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Spdr Portfolio S P 1500 Etf (SPTM)
WisdomTree Intl. SmallCap Div (DLS)
WisdomTree Intl. LargeCap Div (DOL)

View all positions for BIP Wealth

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
Morgan Stanley
Jpmorgan Chase & Co
Key FInancial
Royal Bank of Canada
BIP Wealth
Cascade Financial Partners
LPL Financial
Bank of America Corporation
Wells Fargo & Company
M^T Bank Corporation
Streettalk Advisors
Commonwealth Equity Services
Steward Partners Investment Advisory

View all funds holding WisdomTree Intl. LargeCap Div