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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

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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
2025-09-30 $14M 224k 62.25
2025-06-30 $13M 218k 59.57
2025-03-31 $12M 216k 55.07
2024-12-31 $9.9M 200k 49.44
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)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Vanguard World Mega Grwth Ind (MGK)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)

View all positions for Cascade Financial Partners

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