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WisdomTree Intl. LargeCap Div shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment 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 Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 82k 49.26
2023-09-30 $3.8M 82k 45.62
2021-03-31 $14k 300 47.33
2020-03-31 $33k 900 36.67
2019-12-31 $63k 1.3k 48.46
2019-09-30 $32k 700 45.71
2019-06-30 $32k 700 45.71

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment 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
Commonwealth Equity Services
M^T Bank Corporation
Powers Advisory Group
Steward Partners Investment Advisory
Rockefeller Capital Management

View all funds holding WisdomTree Intl. LargeCap Div