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WisdomTree Intl. LargeCap Div shares owned by CI Private Wealth

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

Historical chart of CI Private 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 CI Private 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $628k 12k 53.97
2024-06-30 $599k 12k 50.72
2024-03-31 $617k 12k 51.71
2023-12-31 $588k 12k 49.26
2023-09-30 $544k 12k 45.62
2023-06-30 $548k 12k 47.17

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Costco Wholesale Corporation (COST)
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Alphabet Cap Stk Cl C (GOOG)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
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
Northwestern Mutual Wealth Management Company

View all funds holding WisdomTree Intl. LargeCap Div