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WisdomTree Intl. LargeCap Div shares owned by Cascade Financial Partners

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

Historical chart of Cascade Financial Partners investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 203k 52.47
2024-06-30 $10M 205k 50.72

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
Morgan Stanley
Jpmorgan Chase & Co
Key FInancial
BIP Wealth
Royal Bank of Canada
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