Gladstone Institutional Advisory »

WisdomTree Intl. LargeCap Div shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of WisdomTree Intl. LargeCap Div (DOL) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. LargeCap Div held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 29k 49.26
2023-09-30 $1.1M 23k 45.62
2023-06-30 $846k 18k 47.17
2023-03-31 $711k 15k 46.70
2022-12-31 $620k 14k 44.01
2022-09-30 $373k 10k 37.39
2022-06-30 $203k 4.9k 41.82

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
Jpmorgan Chase & Co
Key FInancial
Royal Bank of Canada
BIP Wealth
Jane Street
Bank of America Corporation
Wells Fargo & Company
Streettalk Advisors
M^T Bank Corporation
Commonwealth Equity Services
Powers Advisory Group
Steward Partners Investment Advisory
Rockefeller Capital Management

View all funds holding WisdomTree Intl. LargeCap Div