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WisdomTree Intl. LargeCap Div shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 5.2k 62.25

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Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Aim Etf Products Trust Allianzim Us Equ (JANU)

View all positions for Discipline Wealth Solutions

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