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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
2025-09-30 $19M 309k 62.25
2025-06-30 $18M 309k 59.57
2025-03-31 $18M 324k 55.07
2024-12-31 $16M 320k 49.44
2024-09-30 $15M 278k 53.97
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

Wisdomtree Floating Rate Uit (USFR)
Spdr S&p 500 Etf Uit (SPY)
Vanguard Total Stock Market ETF (VTI)
Vanguard S&p 500 Etf idx (VOO)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Value ETF (VTV)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Ftse All World Uit (VEU)
Vanguard Total World Stock Idx (VT)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Vanguard Europe Pacific ETF (VEA)
Vanguard Muni Bnd Tax Uit (VTEB)
SPDR DJ Wilshire Large Cap Value (SPYV)
Vanguard Ftse Emerging Uit (VWO)
Vanguard Total Bond Uit (BND)

View all positions for BIP Wealth

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Morgan Stanley
Huntington National Bank
Jpmorgan Chase & Co
Royal Bank of Canada
Key FInancial
BIP Wealth
Cascade Financial Partners
LPL Financial
M^T Bank Corporation
Northwestern Mutual Wealth Management Company
Streettalk Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Evernest Financial Advisors

View all funds holding WisdomTree Intl. LargeCap Div