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WisdomTree Intl. LargeCap Div shares owned by Gupta Wealth Management

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

Historical chart of Gupta Wealth Management investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Gupta Wealth Management

Quarter filed Position value Share count Share price at filing
2016-03-31 $5.5M 132k 41.88
2015-12-31 $4.2M 98k 43.16
2015-09-30 $3.6M 85k 42.48
2015-06-30 $2.0M 42k 47.72
2015-03-31 $2.1M 43k 48.73

More positions owned by Gupta Wealth Management

iShares Barclays 20+ Yr Treas.Bond (TLT)
iShares IBoxx $ Invest Grade Corp Bd (LQD)
Apple (AAPL)
Vanguard Dividend Appreciation ETF (VIG)
iShares Lehman 7-10 Yr Treas. Bond (IEF)
Vanguard Mega Cap 300 Growth Index ETF (MGK)
Vanguard Mid-Cap Value ETF (VOE)
Boeing Company (BA)
Vanguard Lg Term Govt Bd ETF (VGLT)
WisdomTree SmallCap Dividend Fund (DES)
WisdomTree Intl. LargeCap Div (DOL)
Intel Corporation (INTC)
Eli Lilly & Co. (LLY)
Home Depot (HD)
Vanguard Intmdte Tm Govt Bd ETF (VGIT)

View all positions for Gupta Wealth Management

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