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WisdomTree Intl. LargeCap Div shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial Advisors investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 90k 53.97
2024-06-30 $4.5M 88k 50.72
2024-03-31 $4.3M 87k 49.88
2023-12-31 $4.6M 93k 49.26

More positions owned by Evernest Financial Advisors

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Casey's General Stores (CASY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Fidelity Covington Trust Fundamental Smal (FFSM)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Evernest Financial Advisors

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