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WisdomTree Intl. LargeCap Div shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $544k 8.0k 67.99
2025-09-30 $498k 8.0k 62.25
2025-06-30 $714k 12k 59.57

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Morgan Stanley
Huntington National Bank
Key FInancial
Royal Bank of Canada
BIP Wealth
Cascade Financial Partners
LPL Financial
Bank of America Corporation
M^T Bank Corporation
Commonwealth Equity Services
Streettalk Advisors
Evernest Financial Advisors
Powers Advisory Group
Advisor Group Holdings

View all funds holding WisdomTree Intl. LargeCap Div